Beneficiary · Belpointe Asset Management LLC
Zachary D. Lacoff
CRD 6848764 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Belpointe Asset Management LLC, an SEC-registered wealth manager based in Reno, NV with $7.6 billion in regulatory assets, lists Zachary D. Lacoff on its Form ADV as Beneficiary. The SEC filings also name Zachary at 2 other registered advisers.
Firms and roles
- Belpointe Asset Management LLCBeneficiaryWealth manager · Reno, NV · $7.6B in regulatory assets
- Collaborative Fund AdvisorsBeneficiaryAsset manager · Reno, NV · $145M in regulatory assets
- Fund Asset ManagersBeneficiaryPrivate fund adviser · Reno, NV · $25M in regulatory assets
AtlasMembers
Zachary’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gregory H. SkidmoreChief Executive Officer, Belpointe Asset Management LLC
- Shane R. StirtonPresident & Chief Operating Officer, Belpointe Asset Management LLC
- Belena G. VincettiChief Compliance Officer, Belpointe Asset Management LLC
- Elizabeth M. CarpinellaSenior VP of Finance, Belpointe Asset Management LLC
- Carla M. BallardSenior Vice President of Account Services, Belpointe Asset Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Zachary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.