Firms by city
Registered investment advisers in Bellaire, TX
4 SEC-registered advisers headquartered in Bellaire, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Clear Sky Carbon Solutions Investment Management | Bellaire, TX | $467M |
| Mandalay Financial | Bellaire, TX | $171M |
| Pivot Point Advisors | Bellaire, TX | $142M |
| Leder Fiduciary Capital | Bellaire, TX | $121M |
- Headquarters
- Bellaire, TX
- Regulatory AUM
- $467M
- Headquarters
- Bellaire, TX
- Regulatory AUM
- $171M
- Headquarters
- Bellaire, TX
- Regulatory AUM
- $142M
- Headquarters
- Bellaire, TX
- Regulatory AUM
- $121M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Bellaire on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Texas.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.