Belvedere Advisors LLC
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Belvedere Advisors LLC is an investmentmanagement company based in California. Established in 2006, the company was formerly known as Sophia Hedge Access LLC. [1]
In February 2015, The company has been registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC).
History
Belvedere was established in 2006. It was initially named Sophia Hedge Access LLC and changed its name to Belvedere Advisors LLC in July 2009. In 2019, Northern Trust Asset Management acquired Belvedere Advisors LLC, which included the Emotomy platform. Emotomy is a comprehensive, custom-branded digital investment advice platform that helps financial advisors build, manage and market their own investment strategies.[2]
Regulatory information Belvedere Advisors LLC publicly files its Form CRS (Client Relationship Summary) on the SEC platform, detailing its service types and duty to disclose risks.
References
- ↑ Northern Trust Asset Management to Acquire Emotomy® Platform with Purchase of Belvedere Advisors LLC
- ↑ [https://www.bloomberg.com/profile/company/1297758D:US Belvedere Advisors LLC - Company Profile and News ]