Belzberg Investments Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 315114
· SEC file 801-122124
· New York, NY
· www.linkedin.com
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ADV data as of Jul 01, 2026
- Regulatory AUM
- $2.3B
- Discretionary
- $1.2B
- Clients
- 117
- Avg AUM / client
- $19.9M
- Accounts
- 121
- Employees
- 22
AUM over time
$791M
$2.3B
Dec 2021
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $2.0M | 0.09% |
| High net worth individuals | 27 | $1.1B | 46.8% |
| Pooled investment vehicles (non-investment companies) | 90 | $1.2B | 53.1% |
Private funds (35)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $707M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Everberg Capital Partners Ii, L.P. | Private Equity Fund | Delaware | $226M | 38 |
| Everberg Penn Foster Holdings, Llc | Private Equity Fund | Delaware | $98.8M | 15 |
| Everberg Sc Holdings I, Llc | Private Equity Fund | Delaware | $46.8M | 6 |
| 613 Super Holdco Llc | Private Equity Fund | Delaware | $46.6M | 8 |
| Everberg Sc Holdings Vii, Llc | Private Equity Fund | Delaware | $41.1M | 9 |
| Everberg Sc Holdings Iii, Llc | Private Equity Fund | Delaware | $32.3M | 5 |
| Everberg Comar Holdings Llc | Private Equity Fund | Delaware | $26.4M | 3 |
| Everberg Cis Holdings, Llc | Private Equity Fund | Delaware | $24.9M | 10 |
| Everberg Holdings Xvii, Llc | Private Equity Fund | Delaware | $21.9M | 5 |
| Everberg Dca Holdings, Llc | Private Equity Fund | Delaware | $20.1M | 2 |
| Everberg Sc Holdings Iv, Llc | Private Equity Fund | Delaware | $18.9M | 4 |
| Everberg Holdings Xiv Llc | Private Equity Fund | Delaware | $16.4M | 1 |
| Everberg Hhg Holdings, Llc | Private Equity Fund | Delaware | $15.9M | 2 |
| Everberg Sc Holdings V, Llc | Private Equity Fund | Delaware | $15.0M | 2 |
| Everberg Sc Holdings Ix, Llc | Private Equity Fund | Delaware | $13.4M | 1 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Belzberg, Frances, Nmn | Trustee | Aug 2018 (8y) | GP / trustee / elected manager of The Frances Belzberg Alter Ego Trust (indirect) | |
| Ciampi, Johnny | Trustee | Aug 2018 (8y) | GP / trustee / elected manager of The Frances Belzberg Alter Ego Trust (indirect) | |
| De La Bruyere, Marc | Trustee | Aug 2018 (8y) | GP / trustee / elected manager of The Frances Belzberg Alter Ego Trust (indirect) | |
| Normand, Robert | Trustee | Aug 2018 (8y) | GP / trustee / elected manager of The Frances Belzberg Alter Ego Trust (indirect) | |
| Zelnick, Strauss | Manager | Aug 2018 (8y) | Less than 5% | |
| Jason Michael Van Itallie | Manager | Apr 2021 (5y) | Less than 5% | |
| Chris Nmn Theodoridis | Coo, General Counsel, And Cco | CFA | Nov 2021 (5y) | Less than 5% |
| Pienaar, Neill | Cfo And Manager | Jul 2023 (3y) | Less than 5% | |
| James Grant Bohannon | Registered representative | Jun 2026 (0y) | ||
| Jonathan Andrew Farmer | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Belzberg & Co. Llc | Sole Member | Apr 2021 | A | 75% or more |
| The Frances Belzberg Alter Ego Trust | Shareholder | Aug 2018 | B | 75% or more of Bel Fran Holdings Ltd (indirect) |
| Bel Fran Capital Inc. | Sole Member | Apr 2021 | B | ≈ 56.25% – 100% via Belzberg & Co. Llc |
| Bel Fran Capital Ltd. | Shareholder | Mar 1995 | B | ≈ 42.19% – 100% via Bel Fran Capital Inc. |
| Bel Fran Holdings Llp | Shareholder | Dec 2021 | B | ≈ 31.64% – 100% via Bel Fran Capital Ltd. |
| Bel Fran Holdings Ltd | Shareholder | Dec 2021 | B | 75% or more of Bel Fran Holdco Ltd. (indirect) |
| Bel Fran Holdco Ltd. | General Partner | Dec 2021 | B | GP / trustee / elected manager of Bel Fran Holdings Llp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bel Fran Capital Inc.: 75% – 100% of Belzberg & Co. Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Bel Fran Capital Ltd.: 75% – 100% of Bel Fran Capital Inc. × 75% – 100% of Belzberg & Co. Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Bel Fran Holdings Llp: 75% – 100% of Bel Fran Capital Ltd. × 75% – 100% of Bel Fran Capital Inc. × 75% – 100% of Belzberg & Co. Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (35, $707M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Everberg Capital Partners Ii, L.P. | Private Equity Fund | $226M | $1.0M | 38 |
| Everberg Penn Foster Holdings, Llc | Private Equity Fund | $98.8M | $1.0M | 15 |
| Everberg Sc Holdings I, Llc | Private Equity Fund | $46.8M | $1.0M | 6 |
| 613 Super Holdco Llc | Private Equity Fund | $46.6M | $1.0M | 8 |
| Everberg Sc Holdings Vii, Llc | Private Equity Fund | $41.1M | $1.0M | 9 |
| Everberg Sc Holdings Iii, Llc | Private Equity Fund | $32.3M | $1.0M | 5 |
| Everberg Comar Holdings Llc | Private Equity Fund | $26.4M | $1.0M | 3 |
| Everberg Cis Holdings, Llc | Private Equity Fund | $24.9M | $1.0M | 10 |
| Everberg Holdings Xvii, Llc | Private Equity Fund | $21.9M | $1.0M | 5 |
| Everberg Dca Holdings, Llc | Private Equity Fund | $20.1M | $1.0M | 2 |
| Everberg Sc Holdings Iv, Llc | Private Equity Fund | $18.9M | $1.0M | 4 |
| Everberg Holdings Xiv Llc | Private Equity Fund | $16.4M | $1.0M | 1 |
| Everberg Hhg Holdings, Llc | Private Equity Fund | $15.9M | $1.0M | 2 |
| Everberg Sc Holdings V, Llc | Private Equity Fund | $15.0M | $1.0M | 2 |
| Everberg Sc Holdings Ix, Llc | Private Equity Fund | $13.4M | $1.0M | 1 |
| Everberg Pc Holdings I, Llc | Private Equity Fund | $11.8M | $1.0M | 2 |
| Everberg Sc Holdings Viii, Llc | Private Equity Fund | $9.7M | $1.0M | 2 |
| Everberg Swyft Pref Holdings, Llc | Private Equity Fund | $7.1M | $1.0M | 1 |
| Everberg Iss Holdings, Llc | Private Equity Fund | $6.4M | $1.0M | 3 |
| Everberg Sc Holdings Ii, Llc | Private Equity Fund | $4.0M | $1.0M | 3 |
| Signal 88 Investors, Llc | Private Equity Fund | $2.6M | $1.0M | 6 |
| Everberg Holdings Xvi, Llc | Private Equity Fund | $795K | $1.0M | 5 |
| Everberg Hyphen Holdings Ii, Llc | Private Equity Fund | $258K | $1.0M | 1 |
| Everberg Pc Holdings Ii, Llc | Private Equity Fund | $203K | $1.0M | 1 |
| Everberg Pc Holdings Iv, Llc | Private Equity Fund | $177K | $1.0M | 1 |
Top 25 of 35 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 16.8 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • PORTFOLIO COMPANY AND MANAGEMENT FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- J.P. Morgan $195M (8% of AUM) Jul 2026
- Goldman Sachs $120M (5% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗