Belzberg Investments LLC
● SEC registered since 2021CRD 315114SEC# 801-122124New York, NY
Ranks #2,027 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.33B
Fund GAV
$1.66B
Private funds
90
Employees
22
Accounts
121
Location
New York, NY
Belzberg Investments LLC assets under management
Belzberg Investments LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2021. It reports $2.3 billion in regulatory assets under management and employs 22 people. Belzberg Investments LLC manages 90 private funds with combined gross assets of $1.7 billion, including Everberg Capital Partners III, L.P. By regulatory assets, it ranks 2,027 of 6,004 private fund managers.
Belzberg Investments LLC private funds
90 funds · $1.66B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Everberg Capital Partners III, L.P. | Private Equity | $409M | $50M |
| Everberg Capital Partners II, L.P. | Private Equity | $344.9M | $1M |
| Everberg Ace Holdings I, LP | Private Equity | $83.3M | $1M |
See all 90 funds — unlock the full record.
Join to unlock · $37/moBelzberg Investments LLC owners & executives
16 reported| 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 |
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Belzberg Investments LLC manage?
Belzberg Investments LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Belzberg Investments LLC manage?
Belzberg Investments LLC manages 90 private funds with combined gross assets of $1.7 billion.
How many employees does Belzberg Investments LLC have?
Belzberg Investments LLC reports 22 employees.
Where is Belzberg Investments LLC located?
Belzberg Investments LLC is based in New York, NY and has been SEC-registered since 2021.
Does Belzberg Investments LLC disclose fund performance?
Belzberg Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 680 Fifth Avenue, 24th Floor, New York, NY 10019 |
| 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 |
Regulatory AUM
$2.33B▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
AUM vs fund managersTop 34%
Larger than 66% of 6,004 private-fund managers
Number of fundsTop 2%
More funds than 98% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$2.33Bregulatory AUM
Discretionary $1.24BNon-discretionary $1.09B
Service providers
Auditor
Custodian
Administrator