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BELZBERG & CO.
Legal name: BELZBERG INVESTMENTS LLC
CRD 315114File 801-122124
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.33B
Top 25% of cohort (national)
Discretionary AUM
$1.24B
Non-discretionary $1.09B
Clients
117
121 accounts
Employees
22
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 20, 2021
- Principal office
- 680 FIFTH AVENUE, 24TH FLOOR, NEW YORK, NY, 10019
- Phone
- 212-390-9768
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.33B
- Discretionary AUM
- $1.24B
- Non-discretionary AUM
- $1.09B
- Discretionary accounts
- 90
- Non-discretionary accounts
- 31
- Total accounts
- 121
- AUM per client
- $19.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $1.09B |
| Pooled investment vehicles | 90 | $1.24B |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PORTFOLIO COMPANY AND MANAGEMENT FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.