← Tributary

BELLWOOD CAPITAL FUND ADVISORS

· CRD 158125 · IAPD ↗ · bellwood-capital.com · 27780996620

$6.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — BELLWOOD CAPITAL FUND ADVISORS (location n/a) left the SEC roster (was $6.5M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.