The BELZBERG GROUP is a privately held investment adviser that advises $2.76Bn in regulatory assets under management held in 2 SEC fund types across 4 investment strategies. BELZBERG GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 1,076.68% over the last 5-years.
The Group has been registered with the SEC for 14.35 years and is comprised of 2 filing and 1 relying advisers. They operate out of 3 office locations with their Headquarters at 680 FIFTH AVENUE 24TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 25 employees comprised of 15 investment and 10 non-investment staff. The total number of Employees increased by 56.25% over the last 5-years.
Their $2.76Bn in assets advised are owned by 92 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $1.67Bn or 60.43% of Total Assets and High Net Worth Individuals own $1.09Bn or 39.5% of Total Assets.
The Group's top investment strategies include Traditional LBO, Multi Strat and FI/Credit - Lending, representing 62.61%, 35.93% and 0.98% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 89 private funds with $858.52mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
BELZBERG GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.