Bellwood Capital Fund Advisors, LLC (Newlands)

Bellwood Capital Fund Advisors, LLC is an adviser based in Newlands. It manages $3.17 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2014.

Bellwood Capital Fund Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bellwood Capital Fund Advisors: assets under management

The assets under management (AUM) of Bellwood Capital Fund Advisors, LLC is $3.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and $3 million of the total AUM is attributable to clients outside of the United States.

The firm manages $3.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $211.08 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 92% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 8% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bellwood Capital Fund Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bellwood Capital Fund Advisors serves?

The only and largest group of clients of Bellwood Capital Fund Advisors is individuals with 15 clients and $3.17 million of assets under management. Among the 2 most similar advisory firms, Bellwood Capital Fund Advisors has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $3.17 million for 15 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 95% of the firm’s clients are foreign persons or businesses.

Bellwood Capital Fund Advisors doesn't advise any private funds.

Careers at Bellwood Capital Fund Advisors, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter John Ebell	Managing member and chief compliance officer	1 Aug 2008	75% - 100%	5928420

Based in Newlands

The principal office where Bellwood Capital Fund Advisors, LLC performs its advisory services is located at 7 Th Floor, Newlands Terraces, Newlands, 7700 The mailing address of the firm is 3 Terrace Hill, Constantia, 7806. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 2721-681-5126 or by fax 2721-681-5177. The normal business hours are 9am-5pm on Other.