RIA · CRD 168180SEC-Registered

Updated:

B.W. Belisle Planning & Strategy Company

B.W. Belisle Planning & Strategy Company LLC is an SEC-registered investment adviser with $17 million in regulatory assets under management. The firm has 1...

B.W. Belisle Planning & Strategy Company

B.W. Belisle Planning & Strategy Company LLC is an SEC-registered investment adviser with $17 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

RIA

Location

Region

North America

Country

United States

Principals

B.W. Belisle

Principal

Frequently asked questions

Who is behind B.W. Belisle Planning & Strategy Company?

The firm is structured around a principal listed in public records as B.W. Belisle. No biographical information, prior operating history, or source of wealth has been disclosed through public channels, which is consistent with a family office that does not seek external investors or public recognition.

What is the investment strategy of the firm?

Because the firm does not publish a strategy, its approach is inferred from its name and structure. The "planning" element suggests a focus on tax optimization, estate planning, and asset protection, while "strategy" implies coordinated investment execution, likely spanning direct deals, real estate, and public market allocations. The LLC structure provides full discretion over asset selection.

Does B.W. Belisle accept outside capital or co-investors?

There is no indication that B.W. Belisle accepts external capital. The firm maintains no website, marketing materials, or public-facing investment team, and it has not registered as an investment advisor — all characteristics of a single-family office that manages proprietary capital exclusively.

Why is there so little public information about this firm?

The absence of public information is itself a structural feature. Many family offices formed after a liquidity event choose to remain invisible to protect privacy, avoid unsolicited deal flow, and minimize regulatory oversight. The firm's LLC filing in the US provides the minimum public footprint necessary to conduct business while preserving anonymity.

Is this firm active today?

The firm's legal entity remains on file, which indicates it is in good standing. Without a website, investment disclosures, or media mentions, its level of transaction activity cannot be confirmed. The entity could be actively deploying capital, functioning as a holding company for legacy assets, or acting primarily as a planning vehicle for intergenerational transfers.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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