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| Belzberg Investments LLC
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|---|---|
| CRD # | 315114 |
| SEC # | 801-122124 |
| CIK # | |
| AUM | 2,327.0 M (2026-05-06) |
| Employees | 22 (64% Investors, 27% Brokers) |
| Phone | 212-390-9768 |
| Address | 680 Fifth Avenue New York, NY 10019 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | B&C Project Coffee | 2026-03-30 | 6.0 M | |
| PE | B&C Project Verify | 2026-03-30 | 1.4 M | |
| PE | Everberg Ace Holdings I LP | 2026-03-30 | 83.3 M | |
| PE | Everberg Capital Partners III-A LP | [2026-03-30] | 429.3 M | 55.1 M |
| Offered $500,000,000 · Filed 2026-01-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining $70,690,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Everberg Capital Partners III LP | [2026-03-30] | 429.3 M | 409.0 M |
| Offered $500,000,000 · Filed 2026-01-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining $70,690,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Everberg SC Holdings XIX LLC | 2026-03-30 | 31.3 M | |
| PE | Everberg SC Holdings XLIII LLC | 2026-03-30 | 0.8 M | |
| PE | Everberg SC Holdings XLII LLC | 2026-03-30 | 21.3 M | |
| PE | Everberg SC Holdings XLI LLC | 2026-03-30 | 4.4 M | |
| PE | Everberg SC Holdings XL LLC | 2026-03-30 | 26.8 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 27 | 1.1 |
| (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 | 90 | 1.2 |
| (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 | 121 | 2.3 |
| By Discretionary | ||
| Discretionary | 90 | 1.2 |
| Non-Discretionary | 31 | 1.1 |
| Total | 121 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 2.1 | |
| Total | 121 | 2.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Horowitz | Executive Officer | 16 | 3 | |
| Colbey Arden | Executive Officer | 9 | 3 | |
| Scott Siegel | Executive Officer | 7 | 2 | |
| Ryan Chan | Executive Officer | 6 | 2 | |
| Jason van Itallie | Director | 4 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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