Updated:
Bellwether Investment Services
BELLWETHER INVESTMENT SERVICES LLC is a state-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee...
Overview
BELLWETHER INVESTMENT SERVICES LLC is a state-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Los Angeles, CA, United States
Sector focus
Frequently asked questions
What is Bellwether's known investment strategy?
Bellwether focuses on private credit, real estate, infrastructure, and hedge funds. The firm constructs portfolios that blend liquid assets with private placements and direct investments, seeking both current income and long-term capital appreciation. Co-investments alongside institutional partners are a known part of its strategy.
Does Bellwether participate in fund commitments or only direct deals?
Bellwether employs both fund commitments and direct investments. The firm allocates to private credit funds, real estate funds, infrastructure vehicles, and hedge funds, while also engaging in direct placements and co-investments. This dual approach allows for tailored exposure across asset classes.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Bellwether Investment Services in Altss
Explore available research and relationship coverage for this adviser in Altss.