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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 | |
| PE | Everberg SC Holdings XVIII LLC | 2026-03-30 | 0.5 M | |
| PE | Everberg SC Holdings XXIII LLC | 2026-03-30 | 2.5 M | |
| PE | Everberg SC Holdings XXII LLC | 2026-03-30 | 12.8 M | |
| PE | Everberg SC Holdings XXI LLC | 2026-03-30 | 10.2 M | |
| PE | Everberg SC Holdings XXIV LLC | 2026-03-30 | ||
| PE | Everberg SC Holdings XXIX LLC | 2026-03-30 | 1.3 M | |
| PE | Everberg SC Holdings XX LLC | 2026-03-30 | ||
| PE | Everberg SC Holdings XXVIII LLC | 2026-03-30 | 15.1 M | |
| PE | Everberg SC Holdings XXVII LLC | 2026-03-30 | ||
| PE | Everberg SC Holdings XXVI LLC | 2026-03-30 | 0.3 M | |
| PE | Everberg SC Holdings XXV LLC | 2026-03-30 | 16.7 M | |
| PE | Everberg SC Holdings XXXIII LLC | 2026-03-30 | 1.9 M | |
| PE | Everberg SC Holdings XXXII LLC | 2026-03-30 | 14.0 M | |
| PE | Everberg SC Holdings XXXI LLC | 2026-03-30 | 1.4 M | |
| PE | Everberg SC Holdings Xxxiv LLC | 2026-03-30 | 0.9 M | |
| PE | Everberg SC Holdings Xxxix LLC | 2026-03-30 | 1.0 M | |
| PE | Everberg SC Holdings XXX LLC | 2026-03-30 | 10.3 M | |
| PE | Everberg SC Holdings Xxxviii LLC | 2026-03-30 | 7.4 M | |
| PE | Everberg SC Holdings Xxxvii LLC | 2026-03-30 | 1.6 M | |
| PE | Everberg SC Holdings XXXVI LLC | 2026-03-30 | 11.4 M | |
| PE | Everberg SC Holdings XXXV LLC | 2026-03-30 | 0.1 M | |
| PE | Everberg Scorpion HoldCo LP | 2026-03-30 | 66.5 M | |
| PE | Everberg Scorpion Parallel HoldCo LP | 2026-03-30 | 1.6 M | |
| PE | Everberg Univista HoldCo LP | 2026-03-30 | 67.9 M | |
| PE | B&C Arenova LP | 2025-03-31 | 15.5 M | |
| PE | B&C Bonside LP | 2025-03-31 | 1.7 M | |
| PE | B&C CODA Investors LP | 2025-03-31 | 3.7 M | |
| PE | B&C GP Stakes LP | 2025-03-31 | 2.1 M | |
| PE | B&C Income Opportunities LP | 2025-03-31 | 3.5 M | |
| PE | B&C NFP Antler LP | 2025-03-31 | 0.9 M | |
| PE | B&C NIV LP | 2025-03-31 | 1.7 M | |
| PE | B&C Principal LP | 2025-03-31 | 1.6 M | |
| PE | B&C Project Cyber LP | 2025-03-31 | 2.1 M | |
| PE | B&C Project Shine LP | 2025-03-31 | 15.4 M | |
| PE | B&C Smash LP | 2025-03-31 | 1.6 M | |
| PE | B&C South Wolfe LP | 2025-03-31 | 2.3 M | |
| PE | B&C Viking LP | 2025-03-31 | 5.1 M | |
| PE | Everberg SC Holdings XIII LLC | 2025-03-31 | 12.2 M | |
| PE | Everberg SC Holdings XII LLC | 2025-03-31 | 7.7 M | |
| PE | Everberg SC Holdings Xi LLC | 2025-03-31 | 11.6 M | |
| PE | Everberg SC Holdings XIV LLC | 2025-03-31 | 7.1 M | |
| PE | Everberg SC Holdings XVII LLC | 2025-03-31 | 0.1 M | |
| PE | Everberg SC Holdings XVI LLC | 2025-03-31 | 7.8 M | |
| PE | Everberg SC Holdings XV LLC | 2025-03-31 | ||
| PE | Viking Everberg I LLC | 2025-03-31 | 0.0 M | |
| PE | Everberg SC Holdings IX LLC | 2024-03-28 | 45.6 M | |
| PE | Everberg SC Holdings VIII LLC | 2024-03-28 | 0.1 M | |
| PE | Everberg SC Holdings VII LLC | 2024-03-28 | 0.0 M | |
| PE | Everberg SC Holdings VI LLC | 2024-03-28 | 28.1 M | |
| PE | Everberg SC Holdings X LLC | 2024-03-28 | 2.5 M | |
| PE | 613 Super HoldCo LLC | 2023-03-31 | 55.8 M | |
| PE | Everberg Comar Holdings LLC | 2023-03-31 | 9.3 M | |
| PE | Everberg Holdings XIV LLC | 2023-03-31 | ||
| PE | Everberg Holdings XVII LLC | 2023-03-31 | 21.8 M | |
| PE | Everberg Holdings XVI LLC | 2023-03-31 | 0.8 M | |
| PE | Everberg Hyphen Holdings II LLC | 2023-03-31 | ||
| PE | Everberg PC Holdings III LLC | 2023-03-31 | ||
| PE | Everberg PC Holdings II LLC | 2023-03-31 | ||
| PE | Everberg PC Holdings I LLC | 2023-03-31 | 16.1 M | |
| PE | Everberg PC Holdings IV LLC | 2023-03-31 | ||
| PE | Everberg PC Holdings V LLC | 2023-03-31 | ||
| PE | Everberg SC Holdings III LLC | 2023-03-31 | 26.5 M | |
| PE | Everberg SC Holdings II LLC | 2023-03-31 | 8.5 M | |
| PE | Everberg SC Holdings I LLC | 2023-03-31 | 0.0 M | |
| PE | Everberg SC Holdings IV LLC | 2023-03-31 | 26.6 M | |
| PE | Everberg SC Holdings V LLC | 2023-03-31 | 21.4 M | |
| PE | Everberg Swyft PREF Holdings LLC | 2023-03-31 | 6.2 M | |
| PE | Everberg Capital Partners II LP | [2021-12-18] | 190.5 M | 344.9 M |
| Offered $190,520,024 · Filed 2023-05-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $150,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Everberg CIS Holdings LLC | 2021-12-18 | 20.5 M | |
| PE | Everberg DCA Holdings LLC | 2021-12-18 | 20.5 M | |
| PE | Everberg HHG Holdings LLC | 2021-12-18 | 15.6 M | |
| PE | Everberg Holdings XV LLC | 2021-12-18 | 0.0 M | |
| PE | Everberg Hyphen Holdings LLC | 2021-12-18 | ||
| PE | Everberg Penn Foster Holdings LLC | 2021-12-18 | 0.2 M | |
| PE | Everberg 365 Holdings LLC | 2021-03-26 | 0.0 M | |
| PE | Everberg Cloud9 Holdings LLC | 2021-03-26 | 0.0 M | |
| PE | Everberg JAVO Holdings LLC | 2021-03-26 | 0.0 M | |
| PE | Signal 88 Investors LLC | 2021-03-26 | 0.0 M | |
| PE | Everberg CA Holdings LLC | [2020-01-06] | 5.0 M | |
| Filed 2020-01-08 (D) · Exemption 506(b) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Everberg ISS Holdings LLC | 2020-01-06 | ||
| AUM Breakdown | Accounts | AUM ($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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Concurrent Asset Management LLC
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|
FL | 2,486.3 M |
|
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|
MA | 2,456.0 M |
|
Requisite Capital Management LLC
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TX | 2,426.0 M |
|
FFT Wealth Management LLC
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PA | 2,343.5 M |
|
Sentry LLC
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|
TN | 2,329.6 M |
|
Rubicon Founders LLC
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|
TN | 2,260.8 M |
|
Breed's Hill Capital LLC
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|
MA | 2,243.2 M |
|
Foster Dykema Cabot & Partners LLC
✚
|
MA | 2,223.2 M |
|
Patten and Patten Inc
✚
|
TN | 2,210.8 M |
|
RAGA Partners LP
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|
NY | 2,195.5 M |