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Bellwether Financial Group

Bellwether Financial Group

Newport Beach, Californiabellwetherfinancialgroup.com

Overview

Bellwether Financial Group is a private equity firm that invests in dynamic companies and iconic properties, with a focus on the marine, development, and SaaS technology sectors.

Year Founded

1997

Portfolio Companies

2

Investments

Bellwether Financial Group investments
CompanyDateStageLead
HRSoftJul 2018Series BLead
HRSoftOct 2014VC RoundLead
Bellingham MarineMay 2009Buyout/LBOLead

Key People

Will Ueberroth

Principal

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersNewport Beach, California
Year Founded1997

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