Belvedere Advisors LLC

Belvedere Advisors LLC, a California Limited Liability Company, provides advisory services to 48 clients and employs a total of 8 professionals, including 2 in advisory roles. The firm is approved by the U.S. Securities and Exchange Commission and has been registered since February 9th, 2015.

• MARI KAWAWA

  ELECTED MANAGER, CFO owns less than 5%

• PATRICK BRUNO BEAUDAN

  ELECTED MANAGER, CEO AND CCO owns less than 5%

• SOPHIA LLC

  MANAGING MEMBER owns 75% or more

• CRAIG RICHARD CARBERRY

  CHIEF LEGAL OFFICER / SECRETARY owns less than 5%

• KAUSHAL JOSHI

  CHIEF INFORMATION OFFICER/ SENIOR VICE PRESIDENT owns less than 5%

• MELINDA SUE MECCA

  MANAGER owns less than 5%

• NORTHERN TRUST INVESTMENTS, INCORPORATED

  SOLE MEMBER owns 75% or more

• RITA ELIZABETH THOLT

  CHIEF COMPLIANCE OFFICER owns less than 5%

• RYAN MATTHEW WICKERT

  CHIEF FINANCIAL OFFICER/ SENIOR VICE PRESIDENT owns less than 5%

• SABRINA MARIE BAILEY

  CHIEF EXECUTIVE OFFICER/ SENIOR VICE PRESIDENT/ MANAGER owns less than 5%

• MARI KAWAWA

  ELECTED MANAGER owns more than 50% but less than 75%

• PATRICK BRUNO BEAUDAN

  ELECTED MANAGER owns more than 50% but less than 75%

• NORTHERN TRUST CORPORATION

  SHAREHOLDER owns 75% or more

• THE NORTHERN TRUST COMPANY

  SHAREHOLDER owns 75% or more

• CRCM LP
• Hellman & Friedman LLC
• Forward Management LLC
• BAY Hills Capital Management LLC
• Serent Capital Management Company LLC
• Florin Pensions LLC
• SKBA Capital Management LLC
• Vector Capital Management LP
• Principly Inc
• Luminate Capital Management Inc

• The Rise and Fall of Belvedere Advisors LLC's Q1 vs. Q2 2019 Fund Holdings