Belzberg & Co.

Overview

Belzberg & Co. is an SEC registered investment adviser based in New York, NY, registered since 2021. It reports $2.3B in assets under management across 121 accounts, with 22 employees. It has 6 investment adviser representatives.

Reported AUM

$2.3B

Discretionary

53%

Accounts

121

Average account

$19.2M

Employees

22

Advisory reps

6

Registered since

2021

Jurisdictions

4

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

• Christos Theodoridis Chief Operating Officer, General Counsel, Chief Compliance Officer CRD 7481212
• Neill Pienaar Chief Finance Officer and Manager CRD 7833712
• Jason Michael Van Itallie Manager CRD 4611534

Advisory reps 3 of 6

• James Grant Bohannon Registered Rep · Investment Adviser Rep CRD 5719332
• Benjamin Todd Carus Investment Adviser Rep CRD 6359579
• Jonathan Andrew Farmer Registered Rep · Investment Adviser Rep CRD 7403276

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

680 5th Ave Fl 24
New York, NY 10019

County

New York

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: belzbergco.com

Every state, with registration dates

Similar firms near New York

• J.P. Morgan Investment Management Inc.New York, NY$3.5T AUM
• Goldman Sachs Asset Management, L.P.New York, NY$2.6T AUM
• Merrill Lynch, Pierce, Fenner & Smith IncorporatedNew York, NY$1.8T AUM
• Blackrock Financial Management, IncNew York, NY$1.6T AUM
• Blackrock Advisors, LLCNew York, NY$1.1T AUM