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Belmont Capital Group

Full company profile

uuid0008izy

Namestring
Belmont Capital Group
Websiteurl
belmontcapgroup.com
Company typeenum
Private
Founded yearstring
-
Operating statusenum
Acquired
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersLos Angeles, United States
HQ citystring
Los Angeles
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices3 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
portfolio management, wealth advisory, options-based investing, risk management solutions, tax-aware overlay
Industry1 code
1Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)
CodeFSAAACAGPrimaryYes
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Investment Management
No data
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Investment Management Fees
TypeSubscription Recurring
Description

Asset management fees from managing options-based investment strategies for institutional and high-net-worth clients. Revenue generated through advisory fees based on assets under management.

gia.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Technology or R&D, Marketing or Sales
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Belmont Capital Group provides portfolio management and wealth advisory solutions focused on single-stock risk management and tax-aware overlay strategies for financial advisors and high-net-worth clients. Following its August 2025 acquisition by Gateway Investment Advisers, LLC, the firm's capabilities have been integrated into Gateway's options-based investment solutions platform, including Hedged Equity, Single-Stock Hedging & Monetization, and Long/Short Extensions strategies.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Belmont Capital Group was acquired by Gateway Investment Advisers, LLC in August 2025. The source data does not contain specific details about Belmont Capital Group's individual product offerings or service portfolio. Post-acquisition, Gateway Investment Advisers offers options-based investment solutions including Hedged Equity, Single Stock Hedging & Monetization, and Long/Short Extensions strategies.

Product and service4 records
1Hedged Equity
CategoryOptions-Based Investment Strategy
Description

Options-based strategy using index options to enhance risk-adjusted returns, provide equity portfolio risk management, fixed income diversification, and downside risk mitigation. Designed as an alternative component that is low-cost, liquid, and transparent.

2Single-Stock Hedging & Monetization
CategoryConcentrated Position Management
Description

Options-based strategy that protects value and reduces active exposures of concentrated stock positions, generating cash flow through disciplined option selling. Customizable to specific client positioning and goals for downside risk mitigation.

3Long/Short Extensions
CategoryTax-Aware Overlay Strategy
Description

Tax-aware overlay strategy targeting higher and more consistent tax benefits across markets with tracking error management. Supports tax-aware rebalancing of legacy accounts, tax-efficient diversification, and direct indexing portfolio recharging.

4Portfolio Management and Wealth Advisory Services
CategoryWealth Advisory Services
Description

Portfolio management and wealth advisory services offered to firms and institutions, with a focus on serving financial advisors and high-net-worth clients through single-stock risk management and tax-aware overlay solutions.

Scale indicator2 records

Each record includes

Type, Value, Description, Source

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
1Calamos Investments
TypeDirect peer
Description

Calamos is a long-standing specialist in options-based and convertible strategies, offering hedged equity, covered-call, and risk-managed solutions distributed through advisors and institutions — directly comparable to Belmont/Gateway's options franchise.

2Harvest Volatility Management
TypeDirect peer
Description

Harvest is a pure-play volatility and options-overlay manager offering hedged equity, risk-managed, and overlay strategies to advisors and institutional clients — a tightly overlapping product set with Belmont/Gateway.

3Millburn Ridgefield Corporation
TypeDirect peer
Description

Millburn is a specialized manager of options-based and global macro strategies for institutional and intermediary clients, sharing Belmont/Gateway's options-implementation DNA and advisor distribution model.

4Vest Financial (formerly Cboe Vest)
TypeDirect peer
Description

Vest offers structured-equity and options-based ETFs and SMAs that compete with hedged equity and single-stock overlay strategies — overlapping directly with Belmont/Gateway's product set, especially in advisor channels.

5AQR Capital Management
TypeBroad incumbent
Description

AQR is a large multi-strategy quantitative manager offering options-overlay, alternative risk premia, and equity strategies to institutional and advisor clients — broader portfolio but directly overlapping with Belmont/Gateway's quantitative options offerings.

6AllianceBernstein
TypeBroad incumbent
Description

AB is a large global asset manager with a dedicated options-overlay and wealth advisory practice serving HNW and institutional clients — comparable scale and channel, though with a broader product mix than Belmont/Gateway's options-focused franchise.

7BlackRock
TypeBroad incumbent
Description

BlackRock offers iShares options-based ETFs (e.g., put-write, yield, hedged equity) and institutional risk-management solutions that compete with Belmont/Gateway, particularly via advisor platforms — though as part of a much broader product portfolio.

8Janus Henderson Investors
TypeBroad incumbent
Description

Janus Henderson offers equity, multi-asset, and options-aware strategies distributed through advisors and institutions — a broad incumbent with overlapping risk-managed equity capabilities relevant to Belmont/Gateway's audience.

9Pacer Financial
TypeEmerging player
Description

Pacer offers options-based and rules-based ETFs (e.g., trendpilot, hedged equity) targeted at advisors — a smaller, more focused competitor overlapping with Belmont/Gateway's hedged-equity and overlay strategies via the same advisor channel.

10Salt Financial
TypeEmerging player
Description

Salt Financial builds index-options and volatility-tilted strategies for advisors and institutions — a focused competitor in the same options-overlay niche as Belmont/Gateway, though at a smaller scale.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature3 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment1 record

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Belmont Capital Group

Investment Managementbelmontcapgroup.com

Belmont Capital Group firmographics

Firmographics
Name
Belmont Capital Group
Website
https://belmontcapgroup.com
Company type
Private
Operating status
Acquired
Headcount range
1–10 employees
Ownership category
akta.pro rank

Belmont Capital Group industry classification

Industry
Product category
Investment Management
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

  • Portfolio management
  • Wealth advisory
  • Options-based investing
  • Risk management solutions
  • Tax-aware overlay

Where Belmont Capital Group is headquartered

Location

Headquarters

HQ city
Los Angeles
HQ country
United States
HQ region
North America

Offices3 records

Markets served

Belmont Capital Group business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

  1. Investment Management Fees: Asset management fees from managing options-based investment strategies for institutional and high-net-worth clients. Revenue generated through advisory fees based on assets under management.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Belmont Capital Group product offering

Product offering

Core offering

Belmont Capital Group provides portfolio management and wealth advisory solutions focused on single-stock risk management and tax-aware overlay strategies for financial advisors and high-net-worth clients. Following its August 2025 acquisition by Gateway Investment Advisers, LLC, the firm's capabilities have been integrated into Gateway's options-based investment solutions platform, including Hedged Equity, Single-Stock Hedging & Monetization, and Long/Short Extensions strategies.

Product overview

Belmont Capital Group was acquired by Gateway Investment Advisers, LLC in August 2025. The source data does not contain specific details about Belmont Capital Group's individual product offerings or service portfolio. Post-acquisition, Gateway Investment Advisers offers options-based investment solutions including Hedged Equity, Single Stock Hedging & Monetization, and Long/Short Extensions strategies.

Differentiator

Problem solved

Functional benefit

Products and services

  • Hedged Equity Options-based strategy using index options to enhance risk-adjusted returns, provide equity portfolio risk management, fixed income diversification, and downside risk mitigation. Designed as an alternative component that is low-cost, liquid, and transparent.
  • Single-Stock Hedging & Monetization Options-based strategy that protects value and reduces active exposures of concentrated stock positions, generating cash flow through disciplined option selling. Customizable to specific client positioning and goals for downside risk mitigation.
  • Long/Short Extensions Tax-aware overlay strategy targeting higher and more consistent tax benefits across markets with tracking error management. Supports tax-aware rebalancing of legacy accounts, tax-efficient diversification, and direct indexing portfolio recharging.
  • Portfolio Management and Wealth Advisory Services Portfolio management and wealth advisory services offered to firms and institutions, with a focus on serving financial advisors and high-net-worth clients through single-stock risk management and tax-aware overlay solutions.

Companies that use Belmont Capital Group

Customer profile

Segments2 records

Ideal customer profiles2 records

Belmont Capital Group technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature3 records

Belmont Capital Group partnerships and signals

Strategic signal

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Belmont Capital Group competitors and assessment

Company assessment

Direct peers

  • Calamos Investments: Calamos is a long-standing specialist in options-based and convertible strategies, offering hedged equity, covered-call, and risk-managed solutions distributed through advisors and institutions — directly comparable to Belmont/Gateway's options franchise.
  • Harvest Volatility Management: Harvest is a pure-play volatility and options-overlay manager offering hedged equity, risk-managed, and overlay strategies to advisors and institutional clients — a tightly overlapping product set with Belmont/Gateway.
  • Millburn Ridgefield Corporation: Millburn is a specialized manager of options-based and global macro strategies for institutional and intermediary clients, sharing Belmont/Gateway's options-implementation DNA and advisor distribution model.
  • Vest Financial (formerly Cboe Vest): Vest offers structured-equity and options-based ETFs and SMAs that compete with hedged equity and single-stock overlay strategies — overlapping directly with Belmont/Gateway's product set, especially in advisor channels.

Broad incumbents

  • AQR Capital Management: AQR is a large multi-strategy quantitative manager offering options-overlay, alternative risk premia, and equity strategies to institutional and advisor clients — broader portfolio but directly overlapping with Belmont/Gateway's quantitative options offerings.
  • AllianceBernstein: AB is a large global asset manager with a dedicated options-overlay and wealth advisory practice serving HNW and institutional clients — comparable scale and channel, though with a broader product mix than Belmont/Gateway's options-focused franchise.
  • BlackRock: BlackRock offers iShares options-based ETFs (e.g., put-write, yield, hedged equity) and institutional risk-management solutions that compete with Belmont/Gateway, particularly via advisor platforms — though as part of a much broader product portfolio.
  • Janus Henderson Investors: Janus Henderson offers equity, multi-asset, and options-aware strategies distributed through advisors and institutions — a broad incumbent with overlapping risk-managed equity capabilities relevant to Belmont/Gateway's audience.

Emerging players

  • Pacer Financial: Pacer offers options-based and rules-based ETFs (e.g., trendpilot, hedged equity) targeted at advisors — a smaller, more focused competitor overlapping with Belmont/Gateway's hedged-equity and overlay strategies via the same advisor channel.
  • Salt Financial: Salt Financial builds index-options and volatility-tilted strategies for advisors and institutions — a focused competitor in the same options-overlay niche as Belmont/Gateway, though at a smaller scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Belmont Capital Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Belmont Capital Group leadership team

Management profile

Number of profiles

Belmont Capital Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Belmont Capital Group M&A and investment

M&A and investment

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Belmont Capital Group

What does Belmont Capital Group do?

Belmont Capital Group provides portfolio management and wealth advisory solutions focused on single-stock risk management and tax-aware overlay strategies for financial advisors and high-net-worth clients. Following its August 2025 acquisition by Gateway Investment Advisers, LLC, the firm's capabilities have been integrated into Gateway's options-based investment solutions platform, including Hedged Equity, Single-Stock Hedging & Monetization, and Long/Short Extensions strategies.

Is Belmont Capital Group a public or private company?

Belmont Capital Group is a private company. It is classified as corporate owned and is currently acquired.

When was Belmont Capital Group founded?

Belmont Capital Group was founded in -1. It employs 1 to 10 people.

Where is Belmont Capital Group based?

Belmont Capital Group is headquartered in Los Angeles, United States, in the North America region.

How does Belmont Capital Group make money?

One revenue line is on record: investment Management Fees.

Who are Belmont Capital Group's main competitors?

Direct peers on record are Calamos Investments, Harvest Volatility Management, Millburn Ridgefield Corporation and Vest Financial (formerly Cboe Vest). Broad incumbents are AQR Capital Management, AllianceBernstein, BlackRock and Janus Henderson Investors. Emerging players are Pacer Financial and Salt Financial.

Does Belmont Capital Group have an API?

No public API is recorded for Belmont Capital Group.

What industry is Belmont Capital Group in?

Belmont Capital Group's product category is Investment Management. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
YahooGateway Investment Advisers Closes Acquisition of Belmont Capital Group’s BusinessGateway Investment Advisers closed its acquisition of Belmont Capital Group's business on August 29, 2025. The deal adds options-based separately managed account strategies to Gateway's portfolio, with the team continuing from Los Angeles. Belmont's strategies will be rebranded under Gateway.Business Wire BlogGateway Investment Advisers to Acquire Business of Belmont Capital GroupGateway Investment Advisers agreed to acquire Belmont Capital Group's business, a Los Angeles-based provider of options-based separately managed accounts. Belmont manages over $1 billion in assets, and the deal will expand Gateway's SMA offerings and integrate with Natixis IM's AIA platform. Financial terms were not disclosed.YahooGateway Investment Advisers to Acquire Business of Belmont Capital GroupGateway Investment Advisers agreed to acquire Belmont Capital Group's business, a Los Angeles-based provider of options-based separately managed accounts. Belmont manages over $1 billion in assets, and its strategies will be rebranded under Gateway. The deal expands Gateway's SMA offerings and integrates with Natixis IM's direct-indexing platform.PR NewswireBelmont Capital Group Launches Mutual FundBelmont Capital Group announced the launch of the Belmont Theta Income Fund (BTIFX), an open-end mutual fund that employs a defined-risk options writing strategy similar to its existing Theta Overlay Program. The fund expands access to Belmont's options strategy, previously available only through separately managed accounts, and is now available for purchase through major brokerages including Schwab Institutional, Fidelity Investments, TD Ameritrade, and Pershing. Belmont Capital Group, a Los Angeles-based SEC Registered Investment Adviser, managed approximately $1.146 billion in assets under management as of August 2018.