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BELZBERG & CO.
Legal name: BELZBERG INVESTMENTS LLC
CRD 315114File 801-122124
APPROVED
Retail clients
Custody
Filing as of Sep 16, 2026
Feed vintage Oct 1, 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
- Website
- https://belzbergco.com/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 22 | increased by3 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 89 | 117 | increased by28 |
| Apr 1, 2026 | AUM | $1,698,199,578 | $2,327,000,000 | increased by$628,800,422 |
| Apr 1, 2026 | Accounts | 89 | 121 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 19 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 21 | 89 | increased by68 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $792,499,012 | $1,698,199,578 | increased by$905,700,566 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 21 | 89 | increased by68 |
| Apr 1, 2022 | AUM | $791,499,012 | $792,499,012 | increased by$1,000,000 |
| Jan 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Jan 1, 2022 | Employees | 5 | 14 | increased by9 |
| Jan 1, 2022 | Custody | No | Yes | |
| Jan 1, 2022 | AUM | $0 | $791,499,012 | increased by$791,499,012 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BELZBERG” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BELZBERG” may also match similarly-named firms). Confirm identity against each filing.
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.