Magazu v. Chileno Bay Family Office, LLC

CourtDistrict Court, D. Delaware
DecidedMay 16, 2025
Docket1:24-cv-01107
StatusUnknown

This text of Magazu v. Chileno Bay Family Office, LLC (Magazu v. Chileno Bay Family Office, LLC) is published on Counsel Stack Legal Research, covering District Court, D. Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Magazu v. Chileno Bay Family Office, LLC, (D. Del. 2025).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF DELAWARE MARK MAGAZU, Plaintiff, V. Civil Action No. 24-1107-GBW CHILENO BAY FAMILY OFFICE, LLC, BELPOINTE ASSET MANAGEMENT, LLC, AND SHELDON DYCK, Defendants.

MEMORANDUM ORDER At Wilmington this 16th day of May 2025: Plaintiff Mark Magazu (“Plaintiff’ or “Magazu”) brings this action against Defendants Chileno Bay Family Office, LLC (“CBFO”), Sheldon Dyck (“Dyck”), and Belpointe Asset Management, LLC (“Belpointe”) (collectively, the “Defendants”). Presently before the Court is Defendant Belpointe’s Motion to Dismiss (D.I. 8) (“the Motion”). The Motion is fully briefed. (D.I. 8; D.I. 14). For the reasons explained below, the Court DENIES Defendant’s Motion. Since the Court was able to resolve Belpointe’s motion without oral argument, the Court also DENIES- AS-MOOT Magazu’s request (D.I. 15) for oral argument. I. BACKGROUND The following factual allegations are taken as true for purposes of this Motion.! Defendant CBFO is organized as a Delaware limited liability company. D.I. 1-1, Ex. A (the “Complaint”) | 3. Defendant Dyck is the Manager and sole member-manager of CBFO and

! See Ashcroft v. Iqbal, 556 U.S. 662, 678 (2009).

currently resides in Cabo San Lucas, Mexico. Compl. § 5. Dyck founded CBFO in June 2020. Compl. § 25. Defendant Belpointe is a Connecticut limited liability company with a business address in Nevada. Compl. Plaintiff Magazu resides in Emory, Texas but was a resident of Woolwich Township, New Jersey for matters relevant to the allegations in the Complaint. Compl. {ff 1-2. CBFO is a multi-family office that provides comprehensive financial management services to high-net-worth families and individuals, including investment management, estate planning, tax strategy, philanthropic guidance, and family governance. CBFO and Belpointe have partnered with each other to provide these services to their clients. The Defendants’ business structure is to manage and preserve client wealth across generations, focusing on asset growth, financial security, and legacy planning by utilizing shared resources and a customized approach to managing complex financial affairs. Compl. { 26. Magazu’s employment with Defendants evolved from Magazu’s research and contacts with CBFO to determine whether he wanted to become a CBFO client. Magazu and Dyck first met on December 7, 2020, in Cabo San Lucas, Mexico, during which meeting Dyck persuaded Magazu to invest with CBFO. After discussing Magazu’s professional background, Dyck initiated a conversation with Magazu about joining Defendants as an employee and potentially a partner. Compl. { 27. Between December 2020 and January 2021, Magazu and Dyck exchanged extensive emails, phone calls, and text messages discussing Magazu’s personal financial account transfer to CBFO, the potential transfer of Magazu’s family accounts to CBFO, the potential transfer of accounts of Magazu’s associates to CBFO, Magazu’s prospective employment, and ultimately an offer of employment to Magazu. Compl. ff 10, 28.

On January 7, 2021, by email, Dyck outlined the services he wanted Magazu to provide and/or coordinate and offered Magazu terms for compensation for his employment with Defendants. The terms were: 1) $200,000.00 base salary, 2) 0.50% bonus for the value of any assets gathered and retained by CBFO (payable to Magazu as 50% cash and 50% equity in CBFO), 3) initial (upon hire) 5% equity option in CBFO, and 4) 2.0% - 8.0% additional equity options in CBFO based on performance. Compl. { 29. Magazu worked for Dyck, CBFO, and Belpointe for eight months, between January and September 2021. Compl. J{ 29, 42. The Defendants provided a written offer of employment and terms for his compensation. Compl. 920. This documentation was created and exchanged between Magazu and all Defendants contemporaneously with his work. Compl. { 30. During his time at CBFO, Magazu worked on corporate branding (Compl. { 15), drafted operating documents (Compl. { 43), and coordinated with outside counsel (Compl. { 47). In one instance, Magazu paid $73,652.78 out-of-pocket to the Washington, D.C. design agency, Beveridge Seay, for Defendants’ corporate branding services. Defendants never reimbursed Magazu for this expenditure. Compl. { 15. Dyck instructed Magazu to work with Belpointe to “on-board” as an employee and secure access to CBFO/Belpointe systems and resources, managed by Belpointe. For example, Belpointe conducted and cleared a background check on Magazu, and Belpointe also managed the office, financial, transactional, and technology infrastructure for CBFO, which Magazu utilized extensively as a CBFO/Belpointe employee. Comp!. 4 34. Belpointe assigned Magazu a company email address, mark@chilenobayfo.com, which was aliased to Belpointe’s email system and which was managed, monitored, and owned by Belpointe. Compl. 4 35.

Belpointe coordinated with CBFO over the conduct of CBFO’s business, with joint rights, interests, and responsibility for shared client assets, among other factors of their close integration. Compl. 48. Belpointe wielded significant authority and control over the conduct of Magazu’s work. Magazu could not perform any client-related work outside of Belpointe’s regulatory compliance systems and controls and without Belpointe’s consent and approval. Magazu had to be trained on Belpointe’s policies, systems, and protocols, and he had to conduct his work within Belpointe’s standards and requirements. If Belpointe had not cleared Magazu for hiring, he could not have worked for Defendants or been able to provide services to their mutual clients. Magazu continually worked with Belpointe during his entire period of employment. Belpointe provided directives and other communications to Magazu regarding the management of client assets and Defendants’ shared business. Compl. ff 33-39. Belpointe represents in regulatory filings that CBFO is a Belpointe affiliate and that Belpointe transacts its business as CBFO. Compl. § 20. Belpointe is responsible for CBFO’s regulatory compliance matters, and CBFO must comply with Belpointe’s regulatory processes and mechanisms. Compl. 736. Belpointe is responsible for managing the assets and financial transactions of the shared CBFO / Belpointe clients. Compl. { 26. Magazu was hired and managed through Belpointe’s processes and with Belpointe’s approval and continuously worked with other Belpointe employees. Magazu was directed to work with and through Belpointe, and Belpointe wielded authority and control over the means, manner, and method of Magazu’s work. See Compl. Defendants were highly integrated and interdependent on each other for the same business and work that Magazu was engaged in. Compl. { 7. Defendants terminated Magazu’s employment in September 2021. From February 2021 to September 2021, Defendants never paid Magazu any of the promised wages or other

compensation. Compl. 452. Magazu seeks at least 8 months of the value of his $200,000.00 annual base salary, equity positions in CBFO or cash equivalents as promised, reimbursement for his payments to Beveridge Seay, and associated damages, costs, fees, and interest. Compl. { 53. Il. PROCEDURAL POSTURE On August 30, 2024, Magazu commenced this action by filing a complaint and summons in the Superior Court of the State of Delaware. D.I. 1 1. Magazu asserts Delaware state law claims against all Defendants, as joint employers, for breach of contract, promissory estoppel, and unjust enrichment, and a claim against all Defendants under the New Jersey Wage Payment and Collection Act. D.I. 14 at 1; see generally Compl. CBFO and Dyck removed this case to the District Court of Delaware on October 4, 2024 and, on October 11, 2024, CBFO and Dyck submitted their own Motion to Dismiss. D.I. 4. Belpointe submitted this Moton on October 25, 2024. D.I. 8.

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