# Belgrave Square Advisors

> Belgrave Square Advisors is a state-registered investment advisory firm in San Francisco, CA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 299105
- Filed as: BELGRAVE SQUARE ADVISORS
- Legal name: Belgrave Square Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299105
- AdvisorCensus page: https://advisorcensus.com/firm/belgrave-square-advisors-san-francisco-ca-299105

## Quick answers

**How is Belgrave Square Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Belgrave Square Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Belgrave Square Advisors located?**
Belgrave Square Advisors' principal office is in San Francisco, CA, according to its Form ADV.

**Is Belgrave Square Advisors registered with the SEC or a state?**
Belgrave Square Advisors is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 299105.

**How much does Belgrave Square Advisors manage?**
Belgrave Square Advisors reports $37,310,572 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (100% discretionary).

**What types of clients does Belgrave Square Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (10).

**Does Belgrave Square Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299105

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $37,310,572
- Discretionary: $37,310,572
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $3,865,896 |
| High net worth individuals | 11 | $33,444,676 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [belgravesq.com](https://belgravesq.com)
- [belgravesquareadvisors.com](https://belgravesquareadvisors.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Belgrave Square Advisors (CRD 299105): Form ADV filing data as of October 2026.