|
⚲
|
| Belzberg Investments LLC
✚
| |
|---|---|
| CRD # | 315114 |
| SEC # | 801-122124 |
| CIK # | |
| AUM | $1.5 BB (2024-03-28) |
| Employees | 15 (73% Investors, 40% Brokers) |
| Phone | 212-390-9768 |
| Address | 589 Fifth Avenue New York, NY 10017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Everberg SC Holdings IX LLC | 2024-03-28 | 13.4 | |
| PE | Everberg SC Holdings VIII LLC | 2024-03-28 | 9.7 | |
| PE | Everberg SC Holdings VII LLC | 2024-03-28 | 41.1 | |
| PE | Everberg SC Holdings VI LLC | 2024-03-28 | 0.0 | |
| PE | Everberg SC Holdings X LLC | 2024-03-28 | 0.0 | |
| PE | 613 Super HoldCo LLC | 2023-03-31 | 46.6 | |
| PE | Everberg Comar Holdings LLC | 2023-03-31 | 26.4 | |
| PE | Everberg Holdings XIV LLC | 2023-03-31 | 16.4 | |
| PE | Everberg Holdings XVII LLC | 2023-03-31 | 21.9 | |
| PE | Everberg Holdings XVI LLC | 2023-03-31 | 0.8 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 32 | 768.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 35 | 707.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 67 | 1,475.8 |
| By Discretionary | ||
| Discretionary | 35 | 707.3 |
| Non-Discretionary | 32 | 768.5 |
| Total | 67 | 1,475.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 300.0 | |
| United States Persons | 1,175.8 | |
| Total | 67 | 1,475.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| David Horowitz | 14 | ||
| Colbey Arden | 6 | ||
| Ryan Chan | 6 | ||
| Scott Siegel | 5 | ||
| Jason van Itallie | 2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Abacus Planning Group Inc
✚
|
SC | 1.7 |
|
Requisite Capital Management LLC
✚
|
TX | 1.7 |
|
Validus Capital LLC
✚
|
CA | 1.6 |
|
Cordoba Advisory Partners LLC
✚
|
NY | 1.5 |
|
Palisades Hudson Asset Management LP
✚
|
FL | 1.5 |
|
QP Global Family Offices LLC
✚
|
CT | 1.5 |
|
Tailwind Advisors LLC
✚
|
TX | 1.5 |
|
Parabellum Capital LLC
✚
|
NY | 1.4 |
|
SP Asset Management LLC
✚
|
CA | 1.4 |
|
Aegis Capital Corp
✚
|
NY | 1.3 |