BELLTOWN FARMS USA, LLC

Adviser information for BELLTOWN FARMS USA, 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 Delaware, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
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 0 $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 0 $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 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-121819
SEC ERA File Number 802-121819
SEC CIK Numbers 314796
SEC CRD Numbers 314796
Legal Entity Identifier None

Principal Office

12 W WILLOW GROVE AVE
PHILADELPHIA
PA
United States
Monday - Friday, 9 AM - 5 PM EST
Tel: 267-691-3057, Fax: None

Chief Compliance Officer

CHARLES WEBSTER
GENERAL COUNSEL
HANOVER HOUSE
47 CORN STREET
BRISTOL
United Kingdom
Tel: +44 7538 612 199
(Full email address available in API data)

Industry Affiliates

BELLTOWN FARMS FUND 1 GP, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BELLTOWN FARMS FUND 1 HOLDCO, LLC Private Equity Fund $113.2M $1.0M 29

Control Persons

Name Type Entity Title Since Ownership
BELLTOWN FARMS LIMITED Foreign Entity SHAREHOLDER 08/2019 > 75%
Kaplan, Michael Individual BELLTOWN FARMS LIMITED CEO, SHAREHOLDER 07/2015 25-50%
Hill-Norton, Tom Individual BELLTOWN FARMS LIMITED CFO, SHAREHOLDER 07/2015 25-50%
BELLTOWN GROUP LIMITED Foreign Entity BELLTOWN FARMS LIMITED SHAREHOLDER 07/2015 25-50%
Kaplan, Michael Individual BELLTOWN GROUP LIMITED CEO, SHAREHOLDER 02/2013 25-50%
Hill-Norton, Tom Individual BELLTOWN GROUP LIMITED CFO, SHAREHOLDER 02/2013 25-50%
Hill-Norton, Tom Individual CFO 08/2019 25-50%
Kaplan, Michael Individual CEO 08/2019 25-50%

No. Employees, Historic

000202120222023202420250 on 6/22/20210 on 3/30/20220 on 7/21/20220 on 3/30/20230 on 3/22/2024