BELZBERG & CO.

RIASEC RegisteredEst. 2021

Total AUM

$2.3B

Discretionary

$1.2B

53% of AUM

Avg account

$19.2M

Accounts

121

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 315114
Registered since: August 20, 2021
Website: belzbergco.com
Custodians: J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles53.07%
HNWI46.84%
Individuals0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Belzberg & Co. is a privately held LLC that operates as a capital allocator and registered investment adviser. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses and pooled investment vehicles. It also performs manager selection for third-party advisers and acts in sponsor/GP roles for pooled vehicles. Fee arrangements include asset-based fees, fixed fees, performance fees and other structures. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.