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 LLC is an SEC-registered investment adviser that functions as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses and pooled investment vehicles, and it also performs manager selection. Its business model blends advisory services with sponsor and operating roles: filings indicate the firm has acted as a broker‑dealer/sponsor and as a general partner/managing member of pooled vehicles. Fee arrangements are mixed — percentage of AUM, fixed fees, performance-based fees and other structures are used. The adviser is not identified as an active ESG investor.