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 limited liability company that registered with the SEC in 2021 and operates as a capital allocator to both individual/family and institutional clients. The firm provides financial planning and portfolio management across individual and pooled vehicles, and it also performs manager selection for third-party advisers. Its fee arrangements include percentage-of-AUM billing, fixed fees, performance-based fees and other fee structures. On the operational side, the firm is affiliated with broker-dealer and sponsor activities and serves as a general partner and managing member of pooled investment vehicles. Belzberg & Co. does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.