Belzberg & Co.

Belzberg & Co. provides investment advisory services to high‑net‑worth and ultra‑high‑net‑worth individuals and to privately offered investment funds, managing approximately $2.33 billion in regulatory assets. Its services include identifying, evaluating, negotiating, monitoring and exiting investments across public and private equity, debt and alternative asset classes, and it offers co‑investment opportunities alongside its funds.

The firm operates tailored strategies, including structured capital and private credit approaches that focus on middle‑market companies via hybrid junior capital, stretch senior loans and senior secured loans, with sector emphases that include business services, consumer, industrials and healthcare. For pooled vehicles the adviser typically has discretionary management authority, while also maintaining non‑discretionary client arrangements, and its fund business employs performance‑based compensation (carried interest) and negotiable side letters for selected investors.

Distinctive features relative to many multi‑team peers include acting as a private fund adviser, general partner/sponsor and portfolio manager for pooled investment vehicles, and administering side‑letter and co‑investment arrangements that can alter economic terms for select limited partners. The brochure also highlights governance and compliance measures to address conflicts arising from performance fees, documents audited reporting and qualified custodians for fund assets, and describes the firm’s use of AI technologies in investment and operational processes.