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Building 2BELZBERG & CO.

Map pinNEW YORK, NY
Phone212-390-9768
NotebookSEC #801-122124
Total AUM
$2.3B
Employees
22
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
680 FIFTH AVENUE
24TH FLOOR
NEW YORK
NY 10019
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
212-390-9768
Other Offices
1

ReceiptFinancials

Total AUM
$2.3B
Accounts
121
Discretionary
$1.2B
Accounts
90
Non-Discretionary
$1.1B
Accounts
31

ContactClients

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Individual Clients
1
AUM
$2M
HNW Individual Clients
27
AUM
$1.1B
Pooled Vehicle Clients
90
AUM
$1.2B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PORTFOLIO COMPANY AND MANAGEMENT FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 20 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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