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Type	Result	AUM ($B)

Everberg Penn Foster Holdings LLC
Firm	Belzberg Investments LLC ✚
Fund #	805-8576528785
CIK #
Sale
Fund	Private Equity Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	Everberg Capital LLC
Custodian	JPMorgan Chase Bank NA, First Republic Bank
Auditor	RSM US LLP, CBIZ CPAS PC
Marketer
Broker
Jurisdiction

Comparable Firms	State	AUM ($B)
Burt Asset Management Inc ✚		0.1
Gunder Wealth Management LLC ✚		0.1
Primm & Co Inc ✚		0.1
Broadwealth LLC ✚		0.1
Beacon Hill Wealth Management Ltd ✚		0.1
Portland Financial Advisors Inc ✚		0.1
Abel Financial Management Co ✚		0.1
Pacifica Partners Capital Management Inc ✚		0.1
Stumpf Capital Management LLC ✚		0.1
Alluvial Capital Management LLC ✚		0.1

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