Private fund adviser · New York, NY
Belzberg & Co.
Belzberg Investments LLC · SEC-registered investment adviser · CRD 315114 · SEC 801-122124
At a glance
Belzberg & Co. is an SEC-registered investment adviser based in New York, New York, with $2.3 billion in regulatory assets under management as of its Form ADV filed September 16, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 27 individual clients. By Form ADV it is a private fund adviser, ranked 1,540th of 4,686 private fund advisers and 3,323rd of 17,210 SEC-registered advisers by assets.
Main office 212-390-9768belzbergco.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.3B
- Rank among private fund advisers
- #1,540 of 4,686
- Rank among all SEC RIAs
- #3,323 of 17,210
- Rank in New York
- #795 of 2,591
- Individual clients
- 27
- High-net-worth clients
- 27
- Accounts
- 121
- Discretionary
- 53% of AUM
- Employees
- 22
- Advisory staff
- 14
- Offices
- 2
Owners and executives on its Form ADV
- Jason M. Van ItallieChief Executive Officer
- Christos N. TheodoridisCOO, General Counsel, and CCO
- Neill PienaarCFO and Manager
Custody and brokerage
Broker-dealer
Hybrid RIA
Belzberg & Co. is a hybrid RIA: 6 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Belzberg Capital LLC.
- Belzberg Capital LLC ↗CRD 321600
Its Form ADV brochure (filed May 2026) names Belzberg Capital as the broker-dealer its advisers are registered with.
rvised person of Belzberg & Co.), William Morsch (a supervised person of Everberg), and Max Gentle (a supervised person of Everberg) are registered representatives of a registered broker -dealer, Belzberg Capital LLC (“ Belzberg Capital”).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 90 | $1.2B | 53% |
| High-net-worth individuals | 27 | $1.1B | 47% |
| Individuals | – | $2M | <1% |
Private funds
Belzberg & Co. reports 90 private funds with $1.7B in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Belzberg & Co. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗belzbergco.com ↗
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The full record on Belzberg & Co.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Belzberg & Co. manage?
Belzberg & Co. reports $2.3 billion in regulatory assets under management across 121 accounts, 53% of it on a discretionary basis, on its Form ADV filed September 16, 2026.
What kind of firm is Belzberg & Co.?
Belzberg & Co. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Belzberg & Co.’s clients?
By assets, its largest client types are pooled investment vehicles ($1.2 billion, 90 clients); high-net-worth individuals ($1.1 billion, 27 clients); individuals ($2 million).
Does Belzberg & Co. manage private funds?
Yes. It reports 90 private funds with $1.7 billion in gross assets, including private equity funds.
Does Belzberg & Co. have any disciplinary history?
Belzberg & Co. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Belzberg & Co.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →