# Bellwether Investment Services

Bellwether Investment Services is a Multi Family Office based in Los Angeles, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Assets under management:** Undisclosed
- **Website:** bellwetherinvestment.com

## Regulatory record

- **CRD number:** 306126
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306126

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds

## 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.

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Last updated: 2026-07-06T01:24:12.307Z

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