Trustee · Belzberg & Co.
Barry L. James
CRD 8333601 · Named on Form ADV at one SEC-registered adviser
At a glance
Belzberg & Co., an SEC-registered private fund adviser based in New York, NY with $2.3 billion in regulatory assets, lists Barry L. James on its Form ADV as Trustee, a control person.
Firms and roles
- Belzberg & Co.TrusteePrivate fund adviser · New York, NY · $2.3B in regulatory assets
AtlasMembers
Barry’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Jason M. Van ItallieChief Executive Officer, Belzberg & Co.
- Christos N. TheodoridisCOO, General Counsel, and CCO, Belzberg & Co.
- Neill PienaarCFO and Manager, Belzberg & Co.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Barry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.