James Brett Belliston of Lehi, UT appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Brett Belliston appears on 10 filing roles across Form D (6), Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-14 | Form ADV | ANDINA CAPITAL MANAGEMENT, LLC | OWNER | LOGAN, UT |
| 2025-03-18 | Form ADV | MERCATUS PARTNERS, LLC | LIMITED PARTNER | PARK CITY, UT |
| 2025-03-31 | Form ADV | K FUND CAPITAL MANAGEMENT, LLC | TRUSTEE OF JB BELLISTON FAMILY TRUST | LOS ANGELES, CA |
| — | Form ADV | TANARA WEALTH MANAGEMENT LLC | SOLE OWNER / MANAGING MEMBER | LEHI, UT |
| 2016-10-26 | Form D | Andina Midas Fund, LP | Executive Officer | LEHI, UT |
| 2016-10-26 | Form D | Andina Contra Fund, LP | Executive Officer | LEHI, UT |
| 2022-12-12 | Form D | Andina Global Strategies Fund, LP | Executive Officer | LEHI, UT |
| 2018-12-21 | Form D | Andina Absolute Return Fund, LP | Executive Officer | LEHI, UT |
| 2018-12-21 | Form D | Andina Alternative Asset Fund, LP | Executive Officer | LEHI, UT |
| 2023-12-12 | Form D | Andina Private Credit Strategies, LP | Executive Officer | LEHI, UT |