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Belgrave Square Advisors

Belgrave Square Advisors. CRD 299105

Belgrave Square Advisors logo

CRD: 299105

Belgrave Square Advisors

SAN Mateo, CA
6507777998
belgravesquareadvisors.com
$37.3M Total AUM
$37.3M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
11-13-2018
Office Locations
1

Office Locations

-- SAN Mateo CA

About Belgrave Square Advisors

Belgrave Square Advisors is an independent RIA serving individuals and small business owners with fiduciary investment management and holistic financial planning. The firm builds goals-based plans and implements diversified, asset-allocation portfolios designed to follow efficient markets with low costs and tax-efficient management (asset location, tax-loss harvesting, disciplined rebalancing). Founded by former Charles Schwab SVP and JP Morgan VP Rodney Prezeau; custodies at Charles Schwab.

Team overview

-- AVG AGE
$37.3M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Unison Fusion Oak

Client Personas

Meridian fusion Capital bridge

Custodian

Foundation pioneer Radial North quantum

Fund Managers

Prime

Investment Themes

Pathway fusion Signal radial

Investment Vehicles

Glacier

Platform

Frontier Bridge

Services

Vital atlas Value oak Matrix timber Oak Insight Focus element Bridge

Owner & Executives

RODNEY PHILIP PREZEAU

RODNEY PHILIP PREZEAU

Chief Compliance Officer, MANAGING DIRECTOR, Managing Member

CRD
#4816129
Ownership
75% or more
(667) 625-4102
radial.unison@focuscapital.com
in linkedin.com/in/zenith-glacier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $37,310,572 --
Non-Discretionary $0 --
Total $37,310,572 --

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Separately Managed Accounts

Total SMA Asset: $37,310,572

$37.3M Total SMA
Public Funds:
20.5%
Cash:
16.5%
Equity - Exchange:
28.7%
Municipal Bonds:
34.3%
Asset class Assets Assets %
Public Funds $1,056,613,408 20.5%
Cash $850,444,938 16.5%
Equity - Exchange $1,479,258,771 28.7%
Municipal Bonds $1,767,894,627 34.3%
Total $5,154,211,744 100.0%

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