Belzberg & Co. is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $2.3B in regulatory assets under management, 22 employees, 1 office, and 121 accounts.
Assets Under Management
$2.3B
Employees
22
Offices
1 office
Total Clients
117
Primary office
NEW YORK, NY
589 FIFTH AVENUE, SUITE 1602, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 76.9% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
76.9%
90
2
HNWI
23.1%
27
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 30, 2026
Discretionary53.1%
$1.2B
53% of total RAUM53.1%
Non-discretionary46.9%
$1.1B
47% of total RAUM46.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.3B
Total Accounts121
10Y AUM Change+$2.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee5:1
10Y Employee Change+17 (+340.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.