BELZBERG & CO.
Latest filing: Mar 31, 2025 (107 days ago)
AUM
$1,698,199,578
15% change vs. 1 year ago
114% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
19
27% change vs. 1 year ago
36% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEW YORK, NY
589 FIFTH AVENUE, NEW YORK, NY, UNITED STATES, 10017
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.8 |
| Non-Discretionary | $0.9 |
| Total | $1.7 |
| Client | AUM |
|---|---|
| Retail | $0.9 |
| Pooled | $0.8 |
| Institutional | $0.0 |
| Total | $1.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 34 | $0.9 |
| Average HNW AUM | $26,470,588 | |
| Retail Total | 34 | $0.9 |
| Average Retail AUM | $26,470,588 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| JP MORGAN CHASE & CO. | NEW YORK-NY-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.9 |
| Retail SMA AUM | $0.9 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 10% | $0.1 |
| Equity Non-Exch | 15% | $0.1 |
| Govt Agency | 0% | $0.0 |
| Municipal | 5% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 3% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.0 |
| Other | 60% | $0.5 |
| Total | 100% | $0.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| EVERBERG CAPITAL PARTNERS GP II, L.P. | $0.0 | - | |
| BEL-FRAN CAPITAL INC. | $0.0 | - | |
| BELZBERG CAPITAL LLC | $0.0 | broker-dealer | 321600 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
17 active
| Name | Title |
|---|---|
| VAN ITALLIE, JASON, MICHAEL | MANAGER |
| ZELNICK, STRAUSS | MANAGER, TRUSTEE |
| DE LA BRUYERE, MARC | TRUSTEE |
| NORMAND, ROBERT | TRUSTEE |
| BELZBERG, FRANCES, NMN | TRUSTEE |
| CIAMPI, JOHNNY | TRUSTEE |
| THEODORIDIS, CHRISTOS, NMN | COO, GENERAL COUNSEL, AND CCO |
| PIENAAR, NEILL | CFO AND MANAGER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.7 | $0.0 | 0% | 19 | 0 | 0% |
| 2025-04-21 | $1.7 | $0.0 | 0% | 19 | 0 | 0% |
| 2024-04-02 | $1.5 | $0.2 | 15% | 15 | 4 | 27% |
| 2023-04-04 | $1.2 | $0.5 | 41% | 13 | 6 | 46% |
| 2022-04-01 | $0.8 | $0.9 | 114% | 14 | 5 | 36% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, FL-03/28/2024, NY-08/20/2021 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV