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BELZBERG & CO.

BELZBERG INVESTMENTS LLC

CRD 315114 · SEC 801-122124

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680 FIFTH AVENUE, 24TH FLOOR, NEW YORK, NY, 10019, United States

Phone

212-390-9768

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.33B

Discretionary AUM

$1.24B

Team

22 total employees; 14 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; Performance-based fees; PORTFOLIO COMPANY AND MANAGEMENT FEES

Org form

Limited Liability Company

Filing date

2026-05-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals27$1.09B
Pooled investment vehicles90$1.24B

States served

NY, FL

All web addresses on file

Official SEC filing: View on IAPD