BELMONT CAPITAL, LLC

HTTPS://WWW.BELMONTCAPITALGROUP.COM LOS ANGELES, CA Investment Advisor How do I update this listing?

Belmont Capital is based out of Los Angeles. Belmont Capital is a large advisory firm with 193 clients and discretionary assets under management (AUM) of $1,024,374,444 (Form ADV from 2020-02-21). Their last reported 13F filing for Q1 2020 included $115,160,000 in managed 13F securities and a top 10 holdings concentration of 98.69%. Belmont Capital's largest holding is Zoom Video Communications Inc with shares held of 392,365. Whalewisdom has at least 2 13F filings

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03/31/2020

13F Activity

  • Market Value $115.16 Million
  • Prior Market Value $121.914 Million
  • New Purchases9 stocks
  • Additional Purchases1 stock
  • Sold out of2 stocks
  • Reduced holdings in7 stocks
  • Top 10 Holdings % 98.69 %
  • Turnover % [1]:18.33%
  • Turnover Alt % [2]: 22.61 %
  • Time Held Top20:0.90 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.85 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 31.16%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BELMONT CAPITAL GROUP
1875 CENTURY PARK EAST SUITE 1780
LOS ANGELES CA    90067
Country: United States

Business Phone: 310-203-2670
Fax: 310-203-2673
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 193
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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BELMONT CAPITAL, LLC

ownership team - last updated 2020-02-21
Name Title Start Date Direct/Indirect % Ownership

BELMONT CAPITAL, LLC

ownership team - last updated 2019-12-09
Name Title Start Date Direct/Indirect % Ownership
BECKWITH, DANIEL MANAGING PARTNER 04/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BELMONT CAPITAL, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2010-04-01
BELMONT CAPITAL, LLC MANAGING MEMBER direct 2010-04-01
BELMONT CAPITAL, LLC MANAGING PARTNER direct 2010-04-01
BELMONT HATTERAS LLC MANAGING PARTNER indirect 2017-01-01
SOLAKA, STEPHEN, JOSEPH MANAGING PARTNER 04/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BELMONT CAPITAL, LLC MANAGING MEMBER direct 2010-04-01
BELMONT CAPITAL, LLC MANAGING PARTNER direct 2010-04-01
BELMONT HATTERAS LLC MANAGING PARTNER indirect 2010-04-01
REMBOSKI, STEPHEN, J. CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BELMONT CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01

BELMONT CAPITAL, LLC

ownership team - last updated 2019-03-15
Name Title Start Date Direct/Indirect % Ownership
BECKWITH, DANIEL MANAGING PARTNER 04/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BELMONT CAPITAL, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2010-04-01
BELMONT CAPITAL, LLC MANAGING MEMBER direct 2010-04-01
BELMONT CAPITAL, LLC MANAGING PARTNER direct 2010-04-01
BELMONT HATTERAS LLC MANAGING PARTNER indirect 2017-01-01
SOLAKA, STEPHEN, JOSEPH MANAGING PARTNER 04/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BELMONT CAPITAL, LLC MANAGING MEMBER direct 2010-04-01
BELMONT CAPITAL, LLC MANAGING PARTNER direct 2010-04-01
BELMONT HATTERAS LLC MANAGING PARTNER indirect 2010-04-01
REMBOSKI, STEPHEN, J. CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BELMONT CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01

BELMONT CAPITAL, LLC

ownership team - last updated 2018-06-04
Name Title Start Date Direct/Indirect % Ownership
BECKWITH, DANIEL MANAGING PARTNER 04/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BELMONT CAPITAL, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2010-04-01
BELMONT CAPITAL, LLC MANAGING MEMBER direct 2010-04-01
BELMONT CAPITAL, LLC MANAGING PARTNER direct 2010-04-01
BELMONT HATTERAS LLC MANAGING PARTNER indirect 2017-01-01
SOLAKA, STEPHEN, JOSEPH MANAGING PARTNER 04/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BELMONT CAPITAL, LLC MANAGING MEMBER direct 2010-04-01
BELMONT CAPITAL, LLC MANAGING PARTNER direct 2010-04-01
BELMONT HATTERAS LLC MANAGING PARTNER indirect 2010-04-01
REMBOSKI, STEPHEN, J. CHIEF COMPLIANCE OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BELMONT CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01

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