BELZBERG INVESTMENTS LLC
Legal name: BELZBERG & CO.
CRD #315114 SEC #801-122124 NEW YORK, NY 212-390-9768
SEC Registered Private Funds
Total AUM
$1.7B
Discretionary
$798.2M
Employees
19
Clients
10
Accounts
89
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $798.2M | $900M | 19 | 0 |
| Mar 2024 | $1.5B | $707.3M | $768.5M | 15 | 0 |
| Jun 2023 | $1.3B | $654.5M | $617M | 13 | 0 |
| Mar 2023 | $1.2B | $494.8M | $711.6M | 13 | 0 |
| Nov 2022 | $792.5M | $292.5M | $500M | 14 | 0 |
| Mar 2022 | $792.5M | $292.5M | $500M | 14 | 0 |
| Dec 2021 | $791.5M | $291.5M | $500M | 14 | 0 |
DateMar 2025
Total AUM$1.7B
Discretionary$798.2M
Non-Disc.$900M
Employees19
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$707.3M
Non-Disc.$768.5M
Employees15
Clients0
DateJun 2023
Total AUM$1.3B
Discretionary$654.5M
Non-Disc.$617M
Employees13
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$494.8M
Non-Disc.$711.6M
Employees13
Clients0
DateNov 2022
Total AUM$792.5M
Discretionary$292.5M
Non-Disc.$500M
Employees14
Clients0
DateMar 2022
Total AUM$792.5M
Discretionary$292.5M
Non-Disc.$500M
Employees14
Clients0
DateDec 2021
Total AUM$791.5M
Discretionary$291.5M
Non-Disc.$500M
Employees14
Clients0