LeadIQ logo
Learn more at LeadIQ.com
Bel Air Investment Advisors logo

Bel Air Investment Advisors Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Bel Air Investment Advisors is a boutique investment management firm based in Los Angeles, California. Founded in 1997, it serves the investment needs of wealthy individuals and families by delivering tailored investment solutions. Since 2021, Bel Air has operated as an advisory practice within Hightower's regulatory framework, with personnel employed by Hightower and supervised by the Bel Air team.

In December 2023, the firm expanded its investment strategy capability by hiring Allen Kim as director of the investment strategy group, a move that strengthens its focus on strategic investment research. The company operates in the investment management industry, providing advisory services to high-net-worth clients and families.

Find Bel Air Investment Advisors employees' phone numbers or email addresses

Bel Air Investment Advisors Global Highlights

Location
Employees

North America
137

Minus sign iconPlus sign icon
  • United States Of America
    135
  • Canada
    1
  • Belize
    1

Asia
4

Minus sign iconPlus sign icon
  • India
    2
  • Bangladesh
    1
  • Philippines
    1

Europe
3

Minus sign iconPlus sign icon
  • France
    1
  • Norway
    1
  • Lithuania
    1

Bel Air Investment Advisors's Leadership

  • Stylized image of a person
    A. S.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. E.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. Z.
    Co Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. W.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. B.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. L.
    Perfect Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. D.
    Vice President, Global Equity Research
    Phone icon
    Mobile Phone

Bel Air Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Program & Project Management
  • Accounting
  • Other

Contact profiles from Bel Air Investment Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. S.
    Owner
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    J. P.
    Owner
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    L. E.
    Managing Partner
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    L. Z.
    Co Managing Partner
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    R. W.
    Partner
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    R. B.
    Partner
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    W. L.
    Perfect Managing Partner
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    A. D.
    Vice President, Global Equity Research
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. A.
    Administrative Director
    Phone icon
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    R. B.
    Manager
    Phone icon
    Mobile Phone
    PhilippinesCalabarzon

Frequently Asked Questions

What is Bel Air Investment Advisors known for?

Minus sign iconPlus sign iconBel Air Investment Advisors was founded in 1997 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-310-229-****
. Explore Bel Air Investment Advisors's company overview page for more information.

What is Bel Air Investment Advisors's most common email format?

Minus sign iconPlus sign iconBel Air Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bel Air Investment Advisors email formats with LeadIQ.

How many employees does Bel Air Investment Advisors have currently?

Minus sign iconPlus sign iconBel Air Investment Advisors has approximately 39 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Bel Air Investment Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Bel Air Investment Advisors's key employees include:

  • Owner: A. S.
  • Owner: J. P.
  • Managing Partner: L. E.
  • Co Managing Partner: L. Z.
  • Partner: R. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.