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Bellatore Financial
BELLATORE FINANCIAL, INC. is an SEC-registered investment adviser in THE WOODLANDS, TX, since 2007. The firm manages $639 million in assets, $16 million on a...
Bellatore Financial
BELLATORE FINANCIAL, INC. is an SEC-registered investment adviser in THE WOODLANDS, TX, since 2007. The firm manages $639 million in assets, $16 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1993
Location
Region
North America
Country
United States
City
The Woodlands
Corporate office
San Jose, CA, United States
Principals
Ronald W. Rogé
Chief Executive Officer
James E. Hunt
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Bellatore Financial?
Chief Investment Officer James E. Hunt leads the investment committee alongside CEO Ronald W. Rogé. Both co-founded the firm in 1993.
Is Bellatore Financial structured as a single-family office or an RIA?
Bellatore is a registered investment advisor serving multiple unrelated clients — it is a multi-family office RIA, not a single-family office. It does not manage one family's entire fortune.
Does Bellatore Financial invest directly in private companies?
There is no public record of Bellatore engaging in direct private-equity or venture-capital investments. The firm focuses on traditional liquid-asset allocation through custodians like Schwab and Fidelity.
How does Bellatore source proprietary deal flow?
Bellatore does not report a proprietary deal-sourcing function. Its investment process relies on publicly traded securities and fund-manager selection, not direct origination.
What is the minimum account size for Bellatore Financial?
The firm has not publicly disclosed a minimum account threshold. As an RIA, it likely serves a range of family and institutional clients.
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