SEC-Registered Investment Adviser
Bellatore Financial, INC.
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated September 5, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- September 4, 2007
- Principal office
- 1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX 77380
- Organized as
- Corporation, DE
- Fiscal year end
- December
Scale
- Regulatory AUM
- $638.7M
- Discretionary / non-discretionary
- $16.4M / $622.3M
- Accounts
- 1,731
- Clients
- 0
- Employees
- 3, 2 in advisory roles
- Private funds advised
- 1
- Fund types
- 1 other private funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers and publication of periodicals or newsletters
- Compensated by
- a percentage of assets under management, hourly charges and fixed fees
- Client types
- individuals (other than high net worth) (353); high net worth individuals (194); charitable organizations (8); corporations or other businesses (6)
- Related persons include
- another investment adviser
- Affiliates
- 1 investment adviser
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (September 5, 2026). Item 11 covers the firm and its advisory affiliates.
Form D activity of the funds this firm advises, by year
1 issuer in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from September 22, 2025 to September 22, 2025.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2025 | 1 | n/a | n/a |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.