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Bellingham Capital Management, Inc.

● SEC registered since 2022CRD 151684SEC# 801-123303Bellingham, WA
Export (members)
Reg. AUM
$142M
Employees
5
Accounts
596
Location
Bellingham, WA

Bellingham Capital Management, Inc. assets under management

Bellingham Capital Management, Inc. is an SEC-registered investment adviser based in Bellingham, WA. The firm has been registered since 2022. It reports $142 million in regulatory assets under management and employs 5 people.
www.bellinghamcapital.comView on SEC.gov ↗

Bellingham Capital Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Brian Alastair Smith ControlPresident & Chief Compliance Officer25-50%2009
Eric Geoffrey Petersen ControlVice President & Treasurer25-50%2016
Kerri Hargrove Russ ControlSecretary25-50%2016

Frequently asked questions

How much does Bellingham Capital Management, Inc. manage?

Bellingham Capital Management, Inc. reports $142 million in regulatory assets under management on its Form ADV.

How many employees does Bellingham Capital Management, Inc. have?

Bellingham Capital Management, Inc. reports 5 employees.

Where is Bellingham Capital Management, Inc. located?

Bellingham Capital Management, Inc. is based in Bellingham, WA and has been SEC-registered since 2022.

Does Bellingham Capital Management, Inc. disclose fund performance?

Bellingham Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address316 E McLeod Rd, Suite 105, Bellingham, WA 98226
Phone360-685-4240
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$141.9M
Non-discretionary$23K
Total (RAUM)$142M