Data / Investment advisers / California / Belveron Real Estate Partners, LLC
Belveron Real Estate Partners, LLC, San Francisco, CA: $1.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Belveron Real Estate Partners, LLC is an SEC registered investment adviser with its main office in San Francisco, California and reports $1.3 billion in regulatory assets under management in its Form ADV filed June 18, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 39 private funds.
The request: Watch Belveron Real Estate Partners, LLC (CRD number 282072): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 282072
- SEC file number
- 801-107301
- SEC status
- Approved, effective March 17, 2016
- Main office
- 550 California Street Suite 620, San Francisco, CA 94104
- Phone
- (415) 273-6800
- Website
- belveron.com
- Regulatory AUM
- $1,265,298,078 in the Form ADV filed June 18, 2026
- Discretionary AUM
- $1,265,298,078
- Accounts
- 39
- Employees
- 25, of which 25 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 39: 39 real estate funds
- Gross assets of private funds
- $1,265,298,079
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 39 | $1.27 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.27 billion | March 31, 2026 |
| December 1, 2025 | $1.32 billion | March 31, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fin Capital | San Francisco | $1.35 billion | 21 | adviserinfo.sec.gov |
| Permira Credit LLC | San Francisco | $1.34 billion | 3 | adviserinfo.sec.gov |
| Chequers Financial Management LLC | San Francisco | $1.31 billion | Not listed | adviserinfo.sec.gov |
| Framework Ventures | San Francisco | $1.28 billion | 6 | adviserinfo.sec.gov |
| PFM Health Sciences, LP | San Francisco | $1.27 billion | 4 | adviserinfo.sec.gov |
| Legato Capital Management, LLC | San Francisco | $1.26 billion | Not listed | adviserinfo.sec.gov |
| One Wealth Advisors, LLC | San Francisco | $1.25 billion | Not listed | adviserinfo.sec.gov |
| Architect Capital Corp. | San Francisco | $1.23 billion | 21 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Belveron Real Estate Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.