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Bellevue Asset Management, LLC

● SEC registered since 2004CRD 129194SEC# 801-62579Bellevue, WA
Export (members)
Reg. AUM
$355.9M
Employees
2
Accounts
579
Location
Bellevue, WA

Bellevue Asset Management, LLC assets under management

Bellevue Asset Management, LLC operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2004. It reports $355.9 million in regulatory assets under management and employs 2 people.
www.bellevueasset.comView on SEC.gov ↗

Bellevue Asset Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jill Christine McVey ControlChief Compliance Officer/Member25-50%2004
Michael Ramirez Vila ControlMember50-75%2004

Frequently asked questions

How much does Bellevue Asset Management, LLC manage?

Bellevue Asset Management, LLC reports $355.9 million in regulatory assets under management on its Form ADV.

How many employees does Bellevue Asset Management, LLC have?

Bellevue Asset Management, LLC reports 2 employees.

Where is Bellevue Asset Management, LLC located?

Bellevue Asset Management, LLC is based in Bellevue, WA and has been SEC-registered since 2004.

Does Bellevue Asset Management, LLC disclose fund performance?

Bellevue Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11400 SE 8th Street, Suite 270, Bellevue, WA 98004
Phone425-289-1041
Fax425-289-1049
Office hours6a.m. To 3p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$355.9M
Non-discretionary$0
Total (RAUM)$355.9M