Belzberg & Co.

Belzberg Investments LLC, also known as Belzberg & Co., is a registered investment adviser specializing in providing investment advisory services to high net worth and ultra-high net worth individuals, families, and investment funds. Established in 2021 by senior executives of Bel-Fran Capital Inc., the firm offers tailored investment strategies across various industries, including real estate, energy, technology, and healthcare. Belzberg & Co. manages approximately $1.7 billion in regulatory assets under management, with $798 million managed on a discretionary basis as of December 31, 2024. The firm charges advisory fees based on assets under management and may also charge performance fees for certain clients. Belzberg & Co. and its affiliate, Everberg Capital LLC, provide investment advisory services to Funds, primarily focusing on private equity and debt securities. The Adviser has discretion over managing investments for the Funds and may enter into side letters with certain Limited Partners to alter terms. The Adviser does not participate in a wrap fee program and has established a Code of Ethics to address conflicts of interest and personal trading. Clients are urged to carefully review account statements and financial reports provided by the Adviser. The firm does not receive compensation for client referrals and does not engage in principal transactions. Clients' securities and funds are held by qualified custodians, and the Adviser has discretion over managing investments for both Belzberg Clients and the Funds. The Adviser has established proxy voting policies and procedures to ensure votes are in the best interest of the Funds.