BELLWETHER CONSULTING LLC
Adviser information for BELLWETHER CONSULTING LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 16 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 17 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Pension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersPERFORMANCE REPORTING & MARKET COMMENTARY, EVALUATION OF NON-INVESTMENT VENDORS |
|---|---|
| Compensation | Hourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-60078 |
|---|---|
| SEC ERA File Number | 801-60078 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111188 |
| Legal Entity Identifier | None |
Principal Office
75 MAIN STREETMILLBURN
NJ
United States
Monday - Friday, BY APPOINTMENT BETWEEN 9:00 AM AND 5:00 PM
Tel: 646-205-9346, Fax: 646-205-9346
Chief Compliance Officer
LYNDA SANDERSEN
CHIEF COMPLIANCE OFFICER
75 MAIN STREET
P.O. BOX 31
MILLBURN
NJ
United States
Tel:
646-205-9346
Fax:
646-205-9346
L**************@***********************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HOCTER, KEITH, ALLAN | Individual | – | CHIEF EXECUTIVE OFFICER | 02/2001 | 25-50% |
| COHEN, SCOTT, JAIME | Individual | – | CHIEF FINANCIAL OFFICER | 04/2001 | 25-50% |
| SANDERSEN, LYNDA, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2006 | 25-50% |
| FINKEL, JACOB, LEON | Individual | – | DIRECTOR OF RESEARCH | 01/2019 | 25-50% |