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Acquired - II | Acquired

About Bel Air Investment Advisors

Bel Air Investment Advisors is a prominent private wealth management firm focused on the ultra-high net worth segment of the private wealth market, with $7.3 billion in client assets. Bel Air is a highly-recognized wealth management brand in California, the fastest growing wealth management market in the United States.On January 4th, 2021, Bel Air was acquired by HighTower, terms of the transaction were not disclosed.

Bel Air Investment Advisors Headquarter Location

1999 Avenue of the Stars Suite 2800

Los Angeles, California, 90067,

United States


Latest Bel Air Investment Advisors News

RIA Asset Gatherer Buys Bel Air Investment Advisors from Fiera Capital Corporation

Jan 7, 2021

RIA Asset Gatherer Buys Bel Air Investment Advisors from Fiera Capital Corporation Posted on 01/07/2021 Chicago-based Hightower Advisors, LLC has acquired Bel Air Investment Advisors LLC from Fiera Capital Corporation. Bel Air, with US$ 8 billion in assets under management, is based in Los Angeles and provides customized wealth management services and investment solutions exclusively to ultra-high net worth individuals, families, trusts and foundations with US$ 20 million or more in investable assets. Bel Air has 43 employees. Founded in 1997, Bel Air was acquired by Montreal-based Fiera Capital, a public company in 2013. Bel Air Chairman Todd Morgan began his career at Goldman, Sachs & Co. in Los Angeles. Thomas H. Lee Partners is the private equity owner of Hightower Advisors Advisors In the transaction, RBC Capital Markets and Stifel GMP served as financial advisors to Fiera Capital while also assisting Bel Air management in structuring the Hightower partnership. Your Email: We'll deliver the most current and interesting sovereign wealth and financial news straight to your inbox © 2008-2021 Sovereign Wealth Fund Institute. All Rights Reserved. Sovereign Wealth Fund Institute® and SWFI® are registered trademarks of the Sovereign Wealth Fund Institute. Other third-party content, logos and trademarks are owned by their perspective entities and used for informational purposes only. No affiliation or endorsement, express or implied, is provided by their use. All material subject to strictly enforced copyright laws. Registration on or use of this site constitutes acceptance of our terms of use agreement which includes our privacy policy. Sovereign Wealth Fund Institute (SWFI) is a global organization designed to study sovereign wealth funds, pensions, endowments, superannuation funds, family offices, central banks and other long-term institutional investors in the areas of investing, asset allocation, risk, governance, economics, policy, trade and other relevant issues. SWFI facilitates sovereign fund, pension, endowment, superannuation fund and central bank events around the world. SWFI is a minority-owned organization.

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