Belvedere Asset Management

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Belvedere Asset Management — overview

Type

Hedge Fund Manager

Location

San Rafael, CA, US

Alternative Asset Class

HF

Established

2008

Firm Ownership

-

Investment Team Staff

Total Staff

6

About

Belvedere Asset Management traded under the name Sophia Capital Securities until mid 2008. Belvedere Asset Management was a registered investment adviser focusing on investment strategies that extend beyond traditional buy-and-hold equity styles. Through separately managed accounts, private funds and public mutual funds, the firm offered its clients access to alternative investment strategies that were typically reserved for hedge funds. The firm aimed to preserve, diversify and grow client assets, while providing liquidity, transparency, and low volatility.
Asset ClassNo. of Funds Currently ManagedFunds Raised in the last 10 yearsEst. Dry PowderStrategies
Private Equity--
Private Debt--
Real Estate--
Infrastructure--
Natural Resources--
Asset ClassNo. of Funds Currently ManagedAuMDate of AuMStrategies
Hedge Funds--

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Belvedere Asset Management - hedge funds managed (3)

Fund NameShare ClassesInception DateCore StrategyStatusLatest AUM
Belvedere Alternative Income Fund4Fixed IncomeLiquidated
Belvedere Futures Fund-Managed Futures/CTALiquidated
Belvedere Optimum Income Strategy-Long/Short EquityLiquidated

Showing 3 of 3 hedge funds managed by Belvedere Asset Management

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