Bret Belohlav
Private Equity Investor at Bay Hills Capital Management LLC
Profile
Bret Belohlav is a Partner at BHC and is a member of the Firm’s Investment Committee.
Bret is responsible for the sourcing and due diligence of new investment opportunities across the small market buyout sector.
He is also responsible for the monitoring and reporting of existing portfolios.
Prior to joining BHC, Bret was an Investment Analyst for the James Irvine Foundation where he focused on sourcing, identifying, and analyzing new investments as well as performing ongoing portfolio maintenance.
Previously, Bret served as an Investment Analyst with Pavilion Advisory Group (fka Stratford Advisory Group), an investment consulting firm focused on pension funds, endowments, foundations, corporations, and healthcare organizations.
Bret received his Bachelor of Science degree in Honors Finance, with minors in Accounting and Philosophy from DePaul University.
Bret Belohlav active positions
| Companies | Position | Start |
|---|---|---|
Bay Hills Capital Management LLC
 Bay Hills Capital Management LLC Investment ManagersFinance Bay Hills Capital Management LLC (Bay Hills Capital) is a private equity firm founded in 2006 by Lance Mansbridge. The firm is headquartered in San Francisco, California. | Private Equity Investor | 2014-10-31 |
Former positions of Bret Belohlav
| Companies | Position | End |
|---|---|---|
The James Irvine Foundation
 The James Irvine Foundation Investment Trusts/Mutual FundsMiscellaneous The James Irvine Foundation operates nonprofit grant making foundation an expanding opportunity for the people of California to participate in a vibrant, inclusive and successful society. Its grant making is organized around three program areas: Arts, Youth, and California Perspectives. The Foundation has provided more than $900 million in grants to nonprofit organizations throughout California. The organization was founded in 1937 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 2014-10-30 |
Stratford Advisory Group, Inc.
 Stratford Advisory Group, Inc. Investment ManagersFinance Founded in 1982, Stratford Advisory Group, Inc. is an independent, full-service investment consulting and advisory firm, registered as an investment advisor with the SEC under the Investment Advisers Act of 1940*. Stratford provides investment consulting to-Endowments, Foundations, Healthcare organizations, Defined benefit and defined contribution plans, Taft-Hartley funds, Public retirement plans, Private wealth, Corporations (operating assets and other taxable funds), Non-qualified plans. They assist clients with strategic investment program management. This includes investment policy development, asset allocation strategy, investment manager structure, manager selection, performance measurement and manager evaluation and oversight. They are distinguished by their proactive consulting approach-timely advice, specific recommendations, and implementation assistance. Their only business is investment consulting and advisory services; 100% of their revenue comes from their investment consulting and advisory relationships. They have no affiliations, financial arrangements or relationships with any investment managers or other organizations that could compromise their independence. Stratford serves its national client base from a single office located in Chicago, Illinois. All of their client consulting, investment research, manager research, and administrative support is conducted at this site. | Corporate Officer/Principal | 2011-04-29 |
Training of Bret Belohlav
| DePaul University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Bay Hills Capital Management LLC
Bay Hills Capital Management LLC Investment ManagersFinance Bay Hills Capital Management LLC (Bay Hills Capital) is a private equity firm founded in 2006 by Lance Mansbridge. The firm is headquartered in San Francisco, California. | Finance |
The James Irvine Foundation
The James Irvine Foundation Investment Trusts/Mutual FundsMiscellaneous The James Irvine Foundation operates nonprofit grant making foundation an expanding opportunity for the people of California to participate in a vibrant, inclusive and successful society. Its grant making is organized around three program areas: Arts, Youth, and California Perspectives. The Foundation has provided more than $900 million in grants to nonprofit organizations throughout California. The organization was founded in 1937 and is headquartered in San Francisco, CA. | Miscellaneous |
Stratford Advisory Group, Inc.
Stratford Advisory Group, Inc. Investment ManagersFinance Founded in 1982, Stratford Advisory Group, Inc. is an independent, full-service investment consulting and advisory firm, registered as an investment advisor with the SEC under the Investment Advisers Act of 1940*. Stratford provides investment consulting to-Endowments, Foundations, Healthcare organizations, Defined benefit and defined contribution plans, Taft-Hartley funds, Public retirement plans, Private wealth, Corporations (operating assets and other taxable funds), Non-qualified plans. They assist clients with strategic investment program management. This includes investment policy development, asset allocation strategy, investment manager structure, manager selection, performance measurement and manager evaluation and oversight. They are distinguished by their proactive consulting approach-timely advice, specific recommendations, and implementation assistance. Their only business is investment consulting and advisory services; 100% of their revenue comes from their investment consulting and advisory relationships. They have no affiliations, financial arrangements or relationships with any investment managers or other organizations that could compromise their independence. Stratford serves its national client base from a single office located in Chicago, Illinois. All of their client consulting, investment research, manager research, and administrative support is conducted at this site. | Finance |
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