Beltraith Capital Over Time
Since 2008, Beltraith has strategically added complementary product lines and grown its capital base.
2008
- Beltraith formed by Steven Sanders to launch, acquire, manage, and grow minority-owned institutional money management firms
2009
- Beltraith acquired StoneRidge Investment Partners, a 10-year old institutional money management firm
2010 – 2012
- Expansion of team and capabilities
2013
- AUM grew to $1.2 billion
2015
- Merged Fixed Income Division of StoneRidge Investment Partners into PMG Advisors to create a $1.5 billion entity: Stoneridge PMG Advisors
- Launched the first collective investment trust with Emerald Asset Management using marketplace lending to create a suite of solution-driven products for clients
- $2.3 billion AUM milestone reached for Beltraith companies in aggregate
2017
- Listed as one of the top ten minority owned asset management firms by Black Enterprise Magazine*
* Black Enterprise Magazine, May/June 2017; Recognized as a “Top 10” Asset Manager; Eligibility: (1) Company must be at least 51% black-owned and have been fully operational for the previous calendar year; and (2) must manufacture or own the products they sell. Financial ranking is based on total dollar amount of managed assets derived from equities, fixed-income, and tax-exempt investments, real estate, and cash. In addition to receiving surveys completed by asset managers, the magazine consulted federal and state regulatory agencies and industry associations. All firms on the list are registered with the SEC and had filed their annual assets under management at the time of publication. The total number of companies surveyed is not available. The ranking was calculated on the basis of Beltraith Capital’s combined investment advisory firms’ assets under management at the time of publication. The ranking is not based on any client’s experience and is not indicative of the advisers’ future performance. Beltraith Capital did not pay a fee to participate in the survey. The company is a subscriber to Black Enterprise Magazine, which therefore has a financial incentive for publishing the list.