DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

BEL AIR MANAGEMENT, LLC

CRD 121175

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:367f93bf-fb06-de31-c1b0-24d3815a60c0

Data as of Mar 26, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2012 to Mar 26, 2019
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 8
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Custody, client assets: $4.7M
SEC number: 801-61883
CRD: 121175
Filings on the tape: 11
First filed: Mar 30, 2012
Latest filed: Mar 26, 2019
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BEL AIR ABSOLUTE RETURN FUND LP	Other Private Fund	$632,636	Mar 29, 2016	2	Mar 30, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BEL AIR INVESTMENT ADVISORS LLC	MANAGING MEMBER	E	yes	05/2002	Mar 30, 2012	Mar 26, 2019
DUNBAR, ANDREW, J	GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER	Na	yes	02/2015	Mar 31, 2015	Mar 26, 2019
FIERA CAPITAL CORPORATION	Shareholder	E	yes	10/2013	Nov 29, 2013	Mar 26, 2019
FIERA US HOLDING INC.	Shareholder	E	yes	10/2013	Nov 29, 2013	Mar 26, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FIERA CAPITAL CORPORATION	n/a	Former SEC adviser	$57B	Y	no	n/a
FIERA CAPITAL INC.	n/a	Mixed wealth	$17B	N	yes	n/a
BEL AIR INVESTMENT ADVISORS LLC	n/a	Former SEC adviser	$8.1B	Y	yes	n/a
BEL AIR SECURITIES LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Mar 26, 2019	n/a	n/a	8	5	0	n/a	n/a
2017	Mar 21, 2018	n/a	n/a	8	5	0	n/a	n/a
2016	Mar 29, 2017	n/a	n/a	8	5	n/a	n/a	n/a
2015	Mar 29, 2016	$632,636	$632,636	8	5	n/a	1	$632,636
2014	Mar 31, 2015	$2.5M	$2.5M	7	5	n/a	1	$2.5M
2013	Mar 31, 2014	$1.5M	$1.5M	7	5	n/a	1	$1.5M
2012	Mar 26, 2013	$20.3M	$20.3M	13	10	n/a	2	$106M
2011	Mar 30, 2012	$45.2M	$45.2M	n/a	n/a	n/a	2	$99.2M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	n/a	n/a	n/a	$632,636	n/a	8	8	0	0

Relationships

Affiliated with (3)

→ BEL AIR INVESTMENT ADVISORS LLCRegistered adviserother investment adviser, control, common control
factForm ADV
→ FIERA CAPITAL INC.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ FIERA CAPITAL CORPORATIONRegistered adviserother investment adviser, bank, pooled vehicle sponsor, control
factForm ADV

Controls (4)

← BEL AIR INVESTMENT ADVISORS LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV
← DUNBAR, ANDREW, JOwnerGENERAL COUNSEL/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2015 to presentfactForm ADV
← FIERA CAPITAL CORPORATIONOwnerSHAREHOLDER, ownership code E, foreign entity
Nov 29, 2013 to presentfactForm ADV
← FIERA US HOLDING INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Nov 29, 2013 to presentfactForm ADV

Advises (1)

→ BEL AIR ABSOLUTE RETURN FUND LPPrivate fundOther Private Fund, IA, no longer reported
Mar 30, 2012 to Mar 29, 2016factForm ADV

Dated events

Occurred
Mar 26, 2019
Control person left
Jean-Guy Desjardins (Shareholder) no longer on Schedule A of Bel Air Management, Llc (listed 2018-03-21, absent 2019-03-26)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:367f93bf-fb06-de31-c1b0-24d3815a60c0
First observed: Mar 30, 2012
Last observed: Mar 26, 2019 91 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BEL AIR MANAGEMENT, LLC

CRD 121175

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:367f93bf-fb06-de31-c1b0-24d3815a60c0

Data as of Mar 26, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:42 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BEL AIR ABSOLUTE RETURN FUND LP

Other Private Fund

$632,636

Mar 29, 2016

Mar 30, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEL AIR INVESTMENT ADVISORS LLC

MANAGING MEMBER

yes

05/2002

Mar 30, 2012

Mar 26, 2019

DUNBAR, ANDREW, J

GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER

yes

02/2015

Mar 31, 2015

Mar 26, 2019

FIERA CAPITAL CORPORATION

Shareholder

yes

10/2013

Nov 29, 2013

Mar 26, 2019

FIERA US HOLDING INC.

Shareholder

yes

10/2013

Nov 29, 2013

Mar 26, 2019

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FIERA CAPITAL CORPORATION

n/a

Former SEC adviser

$57B

n/a

FIERA CAPITAL INC.

n/a

Mixed wealth

$17B

yes

n/a

BEL AIR INVESTMENT ADVISORS LLC

n/a

Former SEC adviser

$8.1B

yes

n/a

BEL AIR SECURITIES LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Mar 26, 2019

n/a

2017

Mar 21, 2018

n/a

2016

Mar 29, 2017

n/a

2015

Mar 29, 2016

$632,636

n/a

$632,636

2014

Mar 31, 2015

$2.5M

n/a

$2.5M

2013

Mar 31, 2014

$1.5M

n/a

$1.5M

2012

Mar 26, 2013

$20.3M

n/a

$106M

2011

Mar 30, 2012

$45.2M

n/a

$99.2M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

n/a

$632,636

n/a