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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

BELMONT CAPITAL GROUP

BELMONT CAPITAL, LLC, CRD 154078

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:9c353e68-0064-164d-28e9-b3419e7ece3e

Data as of Mar 11, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 8
On other graphs: 1
Observed: Feb 27, 2014 to Mar 11, 2025
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Belmont Capital, LLC

Family office · shared crd

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
Regulatory AUM: $931MItem 5.F on the latest filing (2025-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $930M
Private client RAUM: $791MderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 295
Individual clients: 3
High net worth clients: 181
SEC number: 801-79309
CIK: 1793367
CRD: 154078
Filings on the tape: 30
First filed: Feb 27, 2014
Latest filed: Mar 11, 2025
Organised: Limited Liability Company, CA
Website: belmontcapfunds.com

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
BECKWITH, DANIEL	MANAGING PARTNER	D	yes	04/2010	Feb 27, 2014	Mar 18, 2024
REMBOSKI, STEPHEN, J.	CHIEF COMPLIANCE OFFICER	Na	yes	01/2015	Feb 19, 2015	Mar 18, 2024
SOLAKA, STEPHEN, JOSEPH	MANAGING PARTNER	D	yes	04/2010	Feb 27, 2014	Mar 18, 2024

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
2024	Mar 11, 2025	$931M	$930M	4	4	0	n/a	n/a
2023	Mar 14, 2024	$590M	$588M	4	4	0	n/a	n/a
2022	Mar 22, 2023	$478M	$477M	4	4	0	n/a	n/a
2021	Feb 18, 2022	$557M	$555M	4	4	0	n/a	n/a
2020	Jan 25, 2021	$661M	$660M	4	4	0	n/a	n/a
2019	Feb 21, 2020	$1.0B	$1.0B	4	4	0	n/a	n/a
2018	Mar 15, 2019	$1.1B	$1.1B	4	4	0	n/a	n/a
2017	Jan 19, 2018	$1.0B	$1.0B	4	4	0	n/a	n/a
2016	Mar 15, 2017	$827M	$826M	3	3	n/a	n/a	n/a
2015	Mar 15, 2016	$438M	$438M	3	3	n/a	n/a	n/a
2014	Feb 26, 2015	$199M	$198M	3	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	n/a	0	0	0	0	3

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
2024	$931M	$590M	57.9%	$557M	18.7%	4	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GATEWAY INVESTMENT ADVISERS, LLC	3	Sep 30, 2025	Sep 3, 2025	LOS ANGELES, CA	Firm absorbed	Other	100.0%

Relationships

Affiliated with (1)

← BELMONT HATTERAS LLCRegistered adviserother investment adviser, control
factForm ADV

Registered with (3)

← STEPHEN JOSEPH SOLAKAAdvisorregistration: previous registration
Jul 15, 2010 to Sep 30, 2025factForm ADV
← DANIEL BECKWITHAdvisorregistration: previous registration
Jul 15, 2010 to Sep 30, 2025factForm ADV
← Dylan Kirk BarlowAdvisorregistration: previous registration
Feb 16, 2021 to Sep 30, 2025factForm ADV

Moved with (1)

→ GATEWAY INVESTMENT ADVISERS, LLCRegistered adviser3 advisors, firm absorbed, same day
Sep 30, 2025 to Sep 3, 2025factForm ADV

Controls (3)

← SOLAKA, STEPHEN, JOSEPHOwnerMANAGING PARTNER, ownership code D, individual
Feb 27, 2014 to Mar 18, 2024factForm ADV
← BECKWITH, DANIELOwnerMANAGING PARTNER, ownership code D, individual
Feb 27, 2014 to Mar 18, 2024factForm ADV
← REMBOSKI, STEPHEN, J.OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 19, 2015 to Mar 18, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 30, 2025
Firm absorbed
Belmont Capital Group's advisors moved to Gateway Investment Advisers, LLC (Los Angeles, CA): 3 of 3 registered, on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Sep 30, 2025
Advisor changed firm
Dylan Kirk Barlow left Belmont Capital Group for Gateway Investment Advisers, Llc (registered 2025-09-03)
Form ADVobserved 5 days ago
Occurred
Sep 30, 2025
Advisor changed firm
Daniel Beckwith left Belmont Capital Group for Gateway Investment Advisers, Llc (registered 2025-09-03)
Form ADVobserved 5 days ago
Occurred
Sep 30, 2025
Advisor changed firm
Stephen Joseph Solaka left Belmont Capital Group for Gateway Investment Advisers, Llc (registered 2025-09-03)
Form ADVobserved 5 days ago
Occurred
Mar 11, 2025
Regulatory AUM changed
Belmont Capital Group reported RAUM $931.4M, up 58% from $589.8M (2024-03-18 to 2025-03-11)
Form ADVobserved 5 days ago
$342M
Occurred
Jan 25, 2021
Regulatory AUM changed
Belmont Capital Group reported RAUM $661.3M, down 36% from $1.0B (2020-05-21 to 2021-01-25)
Form ADVobserved 5 days ago
$-365M
Occurred
Feb 27, 2014
First Form ADV filing
Belmont Capital Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Dec 20, 2025
Belmont Capital Group no longer on the SEC adviser roster (last listed 2025-09-02, RAUM $931.4M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9c353e68-0064-164d-28e9-b3419e7ece3e
First observed: Feb 27, 2014
Last observed: Mar 11, 2025 18 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.

BELMONT CAPITAL GROUP

BELMONT CAPITAL, LLC, CRD 154078

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:9c353e68-0064-164d-28e9-b3419e7ece3e

Data as of Mar 11, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:47 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BECKWITH, DANIEL

MANAGING PARTNER

yes

04/2010

Feb 27, 2014

Mar 18, 2024

REMBOSKI, STEPHEN, J.

CHIEF COMPLIANCE OFFICER

yes

01/2015

Feb 19, 2015

Mar 18, 2024

SOLAKA, STEPHEN, JOSEPH

MANAGING PARTNER

yes

04/2010

Feb 27, 2014

Mar 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 11, 2025

$931M

$930M

n/a

2023

Mar 14, 2024

$590M

$588M

n/a

2022

Mar 22, 2023

$478M

$477M

n/a

2021

Feb 18, 2022

$557M

$555M

n/a

2020

Jan 25, 2021

$661M

$660M

n/a

2019

Feb 21, 2020

$1.0B

n/a

2018

Mar 15, 2019

$1.1B

n/a

2017

Jan 19, 2018

$1.0B

n/a

2016

Mar 15, 2017

$827M

$826M

n/a

2015

Mar 15, 2016

$438M

n/a

2014

Feb 26, 2015

$199M

$198M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$931M

$590M

57.9%

$557M

18.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GATEWAY INVESTMENT ADVISERS, LLC

Sep 30, 2025

Sep 3, 2025

LOS ANGELES, CA

Firm absorbed

Other

100.0%