Bellatore Financial

Bellatore Financial

Ronald W. Rogé and James E. Hunt co-founded Bellatore Financial in 1993 in San Jose, structuring it as an RIA rather than a single-family office. The firm serves multiple families, endowments, and corporate retirement plans rather than managing a single private fortune. Bellatore's investment approach blends long-only equity and fixed-income allocations with tactical alternatives exposure. The firm emphasizes traditional asset allocation and financial planning — there is no disclosed direct-investing or venture-capital arm. Client portfolios are managed through custodians such as Schwab and Fidelity. The firm reports no public AUM figure. It has not disclosed recent staffing levels beyond the founding duo. There is no recent operational event on public record — Bellatore has not made a press announcement, hire, or office expansion in the past 24 months. Bellatore's structural differentiator is its pure RIA model for multiple unrelated clients — a multi-family-office setup with no founding-family anchor. The firm does not operate as a single-family office, does not maintain a disclosed philanthropic foundation, and has no known direct-investing activity.