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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHAN, RYAN | I | CFO AND MANAGER | NA | Control |
| CHAN, RYAN | I | CFO AND MANAGER | NA | Control |
| CHAN, RYAN | I | CFO AND MANAGER | NA | Control |
| CHAN, RYAN | I | CFO AND MANAGER | NA | Control |
| CHAN, RYAN | I | CFO AND MANAGER | NA | Control |
| CHAN, RYAN | I | CFO AND MANAGER | NA | Control |
| CHAN, RYAN | I | CFO AND MANAGER | NA | Control |
| PIENAAR, NEILL | I | CFO AND MANAGER | NA | Control |
| PIENAAR, NEILL | I | CFO AND MANAGER | NA | Control |
| THEODORIDIS, CHRISTOS, NMN | I | COO, GENERAL COUNSEL, AND CCO | NA | Control |
| THEODORIDIS, CHRISTOS, NMN | I | COO, GENERAL COUNSEL, AND CCO | NA | Control |
| THEODORIDIS, CHRISTOS, NMN | I | COO, GENERAL COUNSEL, AND CCO | NA | Control |
| THEODORIDIS, CHRISTOS, NMN | I | COO, GENERAL COUNSEL, AND CCO | NA | Control |
| THEODORIDIS, CHRISTOS, NMN | I | COO, GENERAL COUNSEL, AND CCO | NA | Control |
| THEODORIDIS, CHRISTOS, NMN | I | COO, GENERAL COUNSEL, AND CCO | NA | Control |
| THEODORIDIS, CHRISTOS, NMN | I | COO, GENERAL COUNSEL, AND CCO | NA | Control |
| VAN ITALLIE, JASON, MICHAEL | I | MANAGER | NA | Control |
| VAN ITALLIE, JASON, MICHAEL | I | MANAGER | NA | Control |
| VAN ITALLIE, JASON, MICHAEL | I | MANAGER | NA | Control |
| VAN ITALLIE, JASON, MICHAEL | I | MANAGER | NA | Control |
| VAN ITALLIE, JASON, MICHAEL | I | MANAGER | NA | Control |
| VAN ITALLIE, JASON, MICHAEL | I | MANAGER | NA | Control |
| VAN ITALLIE, JASON, MICHAEL | I | MANAGER | NA | Control |
| VAN ITALLIE, JASON, MICHAEL | I | MANAGER | NA | Control |
| VAN ITALLIE, JASON, MICHAEL | I | MANAGER | NA | Control |
| WILLIAMS, MEREDITH, HIGHTOWER | I | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | NA | Control |
| WILLIAMS, MEREDITH, HIGHTOWER | I | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | NA | Control |
| ZELNICK, STRAUSS | I | MANAGER | NA | Control |
| ZELNICK, STRAUSS | I | MANAGER | NA | Control |
| ZELNICK, STRAUSS | I | MANAGER | NA | Control |
| ZELNICK, STRAUSS | I | MANAGER | NA | Control |
| ZELNICK, STRAUSS | I | MANAGER | NA | Control |
| ZELNICK, STRAUSS | I | MANAGER | NA | Control |
| ZELNICK, STRAUSS | I | MANAGER | NA | Control |
| ZELNICK, STRAUSS | I | MANAGER | NA | Control |
| ZELNICK, STRAUSS | I | MANAGER | NA | Control |
| BELZBERG & CO. LLC | DE | SOLE MEMBER | E | Control |
| BELZBERG & CO. LLC | DE | SOLE MEMBER | E | Control |
| BELZBERG & CO. LLC | DE | SOLE MEMBER | E | Control |
| BELZBERG & CO. LLC | DE | SOLE MEMBER | E | Control |
| BELZBERG & CO. LLC | DE | SOLE MEMBER | E | Control |
| BELZBERG & CO. LLC | DE | SOLE MEMBER | E | Control |
| BELZBERG & CO. LLC | DE | SOLE MEMBER | E | Control |
| BELZBERG & CO. LLC | DE | SOLE MEMBER | E | Control |
| BELZBERG & CO. LLC | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BEL-FRAN HOLDCO LTD. | FE | BEL-FRAN HOLDINGS LLP | F | Control |
| BEL-FRAN HOLDCO LTD. | FE | BEL-FRAN HOLDINGS LLP | F | Control |
| BEL-FRAN HOLDCO LTD. | FE | BEL-FRAN HOLDINGS LLP | F | Control |
| BELZBERG, FRANCES | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| BELZBERG, FRANCES | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| BELZBERG, FRANCES, NMN | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| BELZBERG, FRANCES, NMN | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| BELZBERG, FRANCES, NMN | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| BELZBERG, FRANCES, NMN | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| BELZBERG, FRANCES, NMN | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| BELZBERG, FRANCES, NMN | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| CIAMPI, JOHNNY | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| CIAMPI, JOHNNY | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| CIAMPI, JOHNNY | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| CIAMPI, JOHNNY | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| CIAMPI, JOHNNY | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| CIAMPI, JOHNNY | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| CIAMPI, JOHNNY | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| CIAMPI, JOHNNY | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| DE LA BRUYERE, MARC | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| DE LA BRUYERE, MARC | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| DE LA BRUYERE, MARC | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| DE LA BRUYERE, MARC | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| DE LA BRUYERE, MARC | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| DE LA BRUYERE, MARC | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| DE LA BRUYERE, MARC | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| DE LA BRUYERE, MARC | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| NORMAND, ROBERT | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| NORMAND, ROBERT | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| NORMAND, ROBERT | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| NORMAND, ROBERT | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| NORMAND, ROBERT | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| NORMAND, ROBERT | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| NORMAND, ROBERT | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| NORMAND, ROBERT | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| ZELNICK, STRAUSS | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| ZELNICK, STRAUSS | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| ZELNICK, STRAUSS | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| ZELNICK, STRAUSS | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| ZELNICK, STRAUSS | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| ZELNICK, STRAUSS | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| ZELNICK, STRAUSS | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| ZELNICK, STRAUSS | I | THE FRANCES BELZBERG ALTER EGO TRUST | F | Control |
| BEL-FRAN CAPITAL INC. | DE | BELZBERG & CO. LLC | E | Control |
| BEL-FRAN CAPITAL INC. | DE | BELZBERG & CO. LLC | E | Control |
| BEL-FRAN CAPITAL INC. | DE | BELZBERG & CO. LLC | E | Control |
| BEL-FRAN CAPITAL INC. | DE | BELZBERG & CO. LLC | E | Control |
| BEL-FRAN CAPITAL INC. | DE | BELZBERG & CO. LLC | E | Control |
| BEL-FRAN CAPITAL LTD. | FE | BEL-FRAN CAPITAL INC. | E | Control |
| BEL-FRAN CAPITAL LTD. | FE | BEL-FRAN CAPITAL INC. | E | Control |
| BEL-FRAN CAPITAL LTD. | FE | BEL-FRAN CAPITAL INC. | E | Control |
| BEL-FRAN CAPITAL LTD. | FE | BEL-FRAN CAPITAL INC. | E | Control |
| BEL-FRAN CAPITAL LTD. | FE | BEL-FRAN CAPITAL INC. | E | Control |
| BEL-FRAN HOLDINGS LLP | DE | BEL-FRAN CAPITAL LTD. | E | Control |
| BEL-FRAN HOLDINGS LLP | DE | BEL-FRAN CAPITAL LTD. | E | Control |
| BEL-FRAN HOLDINGS LLP | DE | BEL-FRAN CAPITAL LTD. | E | Control |
| BEL-FRAN HOLDINGS LTD | FE | BEL-FRAN HOLDCO LTD. | E | Control |
| BEL-FRAN HOLDINGS LTD | FE | BEL-FRAN HOLDINGS LLP | E | Control |
| BEL-FRAN HOLDINGS LTD | FE | BEL-FRAN HOLDCO LTD. | E | Control |
| BEL-FRAN HOLDINGS LTD | FE | BEL-FRAN HOLDINGS LLP | E | Control |
| BEL-FRAN HOLDINGS LTD | FE | BEL-FRAN HOLDCO LTD. | E | Control |
| BEL-FRAN HOLDINGS LTD | FE | BEL-FRAN HOLDINGS LLP | E | Control |
| BELZBERG & CO.,INC. | DE | BELZBERG & CO. LLC | E | Control |
| BELZBERG & CO.,INC. | DE | BELZBERG & CO. LLC | E | Control |
| BELZBERG & CO.,INC. | DE | BELZBERG & CO. LLC | E | Control |
| THE FRANCES BELZBERG ALTER EGO TRUST | FE | BELZBERG & CO.,INC. | E | Control |
| THE FRANCES BELZBERG ALTER EGO TRUST | FE | BELZBERG & CO.,INC. | E | Control |
| THE FRANCES BELZBERG ALTER EGO TRUST | FE | BEL-FRAN CAPITAL LTD. | E | Control |
| THE FRANCES BELZBERG ALTER EGO TRUST | FE | BELZBERG & CO.,INC. | E | Control |
| THE FRANCES BELZBERG ALTER EGO TRUST | FE | BEL-FRAN CAPITAL LTD. | E | Control |
| THE FRANCES BELZBERG ALTER EGO TRUST | FE | BEL-FRAN HOLDINGS LTD | E | Control |
| THE FRANCES BELZBERG ALTER EGO TRUST | FE | BEL-FRAN HOLDINGS LTD | E | Control |
| THE FRANCES BELZBERG ALTER EGO TRUST | FE | BEL-FRAN HOLDINGS LTD | E | Control |
| BELZBERG, LISA | I | BELZBERG & CO.,INC. | C | Control |
| BELZBERG, LISA | I | BELZBERG & CO.,INC. | C | Control |
| BELZBERG, LISA, NMN | I | BELZBERG & CO.,INC. | C | Control |
| BELZBERG, MARC, DAVID | I | BELZBERG & CO.,INC. | C | Control |
| BELZBERG, MARC, DAVID | I | BELZBERG & CO.,INC. | C | Control |
| BELZBERG, MARC, DAVID | I | BELZBERG & CO.,INC. | C | Control |
| BELZBERG, WENDY, JAY | I | BELZBERG & CO.,INC. | C | Control |
| BELZBERG, WENDY, JAY | I | BELZBERG & CO.,INC. | C | Control |
| BELZBERG, WENDY, JAY | I | BELZBERG & CO.,INC. | C | Control |
| TANNENBAUM BELZBERG, CHERYL, RAY | I | BELZBERG & CO.,INC. | C | Control |
| TANNENBAUM BELZBERG, CHERYL, RAY | I | BELZBERG & CO.,INC. | C | Control |
| TANNENBAUM BELZBERG, CHERYL, RAY | I | BELZBERG & CO.,INC. | C | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (2)
FL NY
Address
589 FIFTH AVENUESUITE 1602
NEW YORK, NY 10017
United States
Phone: 212-390-9768