| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Everberg Capital Partners II, L.P. | Private Equity | $237.4M | $1M |
| Everberg Penn Foster Holdings, LLC | Private Equity | $106M | $1M |
| Everberg Sc Holdings IX, LLC | Private Equity | $53.5M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Belzberg & Co. LLC Control | Sole Member | Over 75% | 2021 |
| Christos Nmn Theodoridis Control | Coo, General Counsel, And Cco | Under 5% | 2021 |
| Jason Michael Van Itallie Control | Manager | Under 5% | 2021 |
Belzberg Investments LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
Belzberg Investments LLC manages 56 private funds with combined gross assets of $798.2 million.
Belzberg Investments LLC reports 19 employees.
Belzberg Investments LLC is based in New York, NY and has been SEC-registered since 2021.
Belzberg Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 589 Fifth Avenue, Suite 1602, New York, NY 10017 |
| Phone | 212-390-9768 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $798.2M |
| Non-discretionary | $900M |
| Total (RAUM) | $1.7B |