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| Happy Holidays!! thanks for using AUM13F!! |
| Belzberg Investments LLC
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| CRD # | 315114 |
| SEC # | 801-122124 |
| CIK # | |
| AUM | $1.7 B (2025-03-31) |
| Employees | 19 (63% Investors, 32% Brokers) |
| Phone | 212-390-9768 |
| Address | 589 Fifth Avenue New York, NY 10017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | B&C Arenova LP | 2025-03-31 | 7.4 | |
| PE | B&C Bonside LP | 2025-03-31 | 1.7 | |
| PE | B&C CODA Investors LP | 2025-03-31 | 2.5 | |
| PE | B&C GP Stakes LP | 2025-03-31 | 2.2 | |
| PE | B&C Income Opportunities LP | 2025-03-31 | 6.6 | |
| PE | B&C NFP Antler LP | 2025-03-31 | 0.6 | |
| PE | B&C NIV LP | 2025-03-31 | 2.3 | |
| PE | B&C Principal LP | 2025-03-31 | 2.6 | |
| PE | B&C Project Cyber LP | 2025-03-31 | 0.4 | |
| PE | B&C Project Shine LP | 2025-03-31 | 15.4 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 34 | 900.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 55 | 798.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 89 | 1,698.2 |
| By Discretionary | ||
| Discretionary | 55 | 798.2 |
| Non-Discretionary | 34 | 900.0 |
| Total | 89 | 1,698.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 300.0 | |
| United States Persons | 1,398.2 | |
| Total | 89 | 1,698.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Horowitz | 16 | ||
| Colbey Arden | 6 | ||
| Scott Siegel | 7 | ||
| Ryan Chan | 6 | ||
| Jason van Itallie | 4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Requisite Capital Management LLC
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|
TX | 2.0 |
|
Saratoga Management Company LLC
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|
NY | 1.9 |
|
Abacus Planning Group Inc
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|
SC | 1.9 |
|
SP Asset Management LLC
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|
CA | 1.7 |
|
Palisades Hudson Asset Management LP
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|
FL | 1.7 |
|
Operose Advisors LLC
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|
WI | 1.6 |
|
Tailwind Advisors LLC
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|
TX | 1.6 |
|
Parabellum Capital LLC
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|
NY | 1.5 |
|
Curated Wealth Partners LLC
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|
CA | 1.4 |
|
Aegis Capital Corp
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|
NY | 1.4 |