DFX Intelligence

Data Factory

RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

BELZBERG & CO.

BELZBERG INVESTMENTS LLC, CRD 315114

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4727b68a-cb43-b00c-5a36-a689173eee75

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 58
Dated events: 11
On other graphs: 2
Observed: Jul 20, 2021 to Sep 16, 2026
13 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Belzberg & Co.

Private equity manager · shared crd

Independent Sponsorsidentity

Belzberg & Co.

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.47 fund_share=0.53 institutional_share=0.0 related_bd=true related_bank=false bd_reps=6.0
Regulatory AUM: $2.3BItem 5.F on the latest filing (2026-09-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 47%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $388Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 14
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 121
Individual clients: 0
High net worth clients: 27
Custody, client assets: $268M
Relying advisers: 1
SEC number: 801-122124
CRD: 315114
Filings on the tape: 13
First filed: Jul 20, 2021
Latest filed: Sep 16, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
CHRIS NMN THEODORIDIS	Chartered Financial Analyst	NEW YORK, NY	14	n/a	yes
JASON MICHAEL VAN ITALLIE	n/a	NEW YORK, NY	18	n/a	yes
JAMES GRANT BOHANNON	n/a	NEW YORK, NY	10	n/a	yes
JONATHAN ANDREW FARMER	n/a	NEW YORK, NY	10	1	yes
Nathan Wonoo Song	n/a	NEW YORK, NY	12	n/a	no
BENJAMIN TODD CARUS	n/a	NEW YORK, NY	12	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 90

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
EVERBERG CAPITAL PARTNERS III, L.P.	n/a	$409M	Jul 1, 2026	34	Jul 1, 2026	reported	021-535473
EVERBERG CAPITAL PARTNERS II, L.P.	Private Equity Fund	$345M	Jul 1, 2026	38	Dec 18, 2021	reported	021-417340
EVERBERG ACE HOLDINGS I, LP	n/a	$83.3M	Jul 1, 2026	9	Jul 1, 2026	reported	n/a
EVERBERG UNIVISTA HOLDCO, LP	n/a	$67.9M	Jul 1, 2026	9	Jul 1, 2026	reported	n/a
EVERBERG SCORPION HOLDCO LP	n/a	$66.5M	Jul 1, 2026	18	Jul 1, 2026	reported	n/a
613 SUPER HOLDCO LLC	Private Equity Fund	$55.8M	Jul 1, 2026	8	Mar 31, 2023	reported	n/a
EVERBERG CAPITAL PARTNERS III-A, L.P.	n/a	$55.1M	Jul 1, 2026	6	Jul 1, 2026	reported	021-535477
EVERBERG SC HOLDINGS IX, LLC	Private Equity Fund	$45.6M	Jul 1, 2026	1	Mar 28, 2024	reported	n/a
EVERBERG SC HOLDINGS XIX, LLC	n/a	$31.3M	Jul 1, 2026	5	Jul 1, 2026	reported	n/a
EVERBERG SC HOLDINGS VI, LLC	Private Equity Fund	$28.1M	Jul 1, 2026	0	Mar 28, 2024	reported	n/a
EVERBERG SC HOLDINGS XL, LLC	n/a	$26.8M	Jul 1, 2026	5	Jul 1, 2026	reported	n/a
EVERBERG SC HOLDINGS IV, LLC	Private Equity Fund	$26.6M	Jul 1, 2026	4	Mar 31, 2023	reported	n/a
EVERBERG SC HOLDINGS III, LLC	Private Equity Fund	$26.5M	Jul 1, 2026	5	Mar 31, 2023	reported	n/a
EVERBERG HOLDINGS XVII, LLC	Private Equity Fund	$21.8M	Jul 1, 2026	5	Mar 31, 2023	reported	n/a
EVERBERG SC HOLDINGS V, LLC	Private Equity Fund	$21.4M	Jul 1, 2026	2	Mar 31, 2023	reported	n/a
EVERBERG SC HOLDINGS XLII, LLC	n/a	$21.3M	Jul 1, 2026	5	Jul 1, 2026	reported	n/a
EVERBERG CIS HOLDINGS, LLC	Private Equity Fund	$20.5M	Jul 1, 2026	10	Dec 18, 2021	reported	n/a
EVERBERG DCA HOLDINGS, LLC	Private Equity Fund	$20.5M	Jul 1, 2026	2	Dec 18, 2021	reported	n/a
EVERBERG SC HOLDINGS XXV, LLC	n/a	$16.7M	Jul 1, 2026	4	Jul 1, 2026	reported	n/a
EVERBERG PC HOLDINGS I, LLC	Private Equity Fund	$16.1M	Jul 1, 2026	2	Mar 31, 2023	reported	n/a
EVERBERG HHG HOLDINGS, LLC	Private Equity Fund	$15.6M	Jul 1, 2026	2	Dec 18, 2021	reported	n/a
B&C ARENOVA LP	n/a	$15.5M	Jul 1, 2026	14	Jul 1, 2026	reported	n/a
B&C PROJECT SHINE LP	n/a	$15.4M	Jul 1, 2026	12	Jul 1, 2026	reported	n/a
EVERBERG SC HOLDINGS XXVIII, LLC	n/a	$15.1M	Jul 1, 2026	4	Jul 1, 2026	reported	n/a
EVERBERG SC HOLDINGS XXXII, LLC	n/a	$14.0M	Jul 1, 2026	1	Jul 1, 2026	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BELZBERG & CO. LLC	SOLE MEMBER	E	yes	04/2021	Jul 1, 2026	Jul 1, 2026
PIENAAR, NEILL	CFO AND MANAGER	Na	yes	07/2023	Jul 1, 2026	Jul 1, 2026
THEODORIDIS, CHRISTOS, NMN	COO, GENERAL COUNSEL, AND CCO	Na	yes	11/2021	Jul 1, 2026	Jul 1, 2026
VAN ITALLIE, JASON, MICHAEL	Manager	Na	yes	04/2021	Jul 1, 2026	Jul 1, 2026
BEL-FRAN CAPITAL INC.	SOLE MEMBER	E	yes	04/2021	Mar 25, 2022	Mar 28, 2024
BEL-FRAN CAPITAL LTD.	Shareholder	E	yes	03/1995	Mar 25, 2022	Mar 28, 2024
BEL-FRAN HOLDCO LTD.	GENERAL PARTNER	F	yes	12/2021	Mar 31, 2023	Mar 28, 2024
BEL-FRAN HOLDINGS LLP	Shareholder	E	yes	12/2021	Mar 31, 2023	Mar 28, 2024
BEL-FRAN HOLDINGS LTD	Shareholder	E	yes	12/2021	Mar 31, 2023	Mar 28, 2024
BEL-FRAN HOLDINGS LTD	Shareholder	E	yes	12/2021	Mar 31, 2023	Mar 28, 2024
BELZBERG, FRANCES, NMN	Trustee	F	yes	08/2018	Jul 20, 2021	Mar 28, 2024
CIAMPI, JOHNNY	Trustee	F	yes	08/2018	Jul 20, 2021	Mar 28, 2024
DE LA BRUYERE, MARC	Trustee	F	yes	08/2018	Jul 20, 2021	Mar 28, 2024
NORMAND, ROBERT	Trustee	F	yes	08/2018	Jul 20, 2021	Mar 28, 2024
THE FRANCES BELZBERG ALTER EGO TRUST	Shareholder	E	yes	08/2018	Jul 20, 2021	Mar 28, 2024
ZELNICK, STRAUSS	Trustee	F	yes	08/2018	Jul 20, 2021	Mar 28, 2024
ZELNICK, STRAUSS	Manager	Na	yes	04/2021	Jul 20, 2021	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BEL-FRAN CAPITAL INC.	n/a	n/a	n/a	Y	no	n/a
BELZBERG CAPITAL LLC	n/a	n/a	n/a	N	yes	n/a
EVERBERG CAPITAL PARTNERS GP II, L.P.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$2.3B	$1.2B	22	14	1	90	n/a
2024	Mar 31, 2025	$1.7B	$798M	19	12	0	56	n/a
2023	Mar 28, 2024	$1.5B	$707M	15	11	0	35	$707M
2022	Mar 31, 2023	$1.2B	$495M	13	9	0	30	$536M
2021	Mar 25, 2022	$792M	$292M	14	9	0	13	$292M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.3B	$1.7B	37.0%	$1.2B	24.5%	22	19	1	0

Relationships

Registered with (6)

← BENJAMIN TODD CARUSAdvisorregistration: current employment
Aug 19, 2026 to presentfactForm ADV
← Nathan Wonoo SongAdvisorregistration: current employment
Aug 11, 2026 to presentfactForm ADV
← JONATHAN ANDREW FARMERAdvisorregistration: current employment
Jul 2, 2026 to presentfactForm ADV
← JAMES GRANT BOHANNONAdvisorregistration: current employment
Jun 10, 2026 to presentfactForm ADV
← JASON MICHAEL VAN ITALLIEAdvisorregistration: current employment
Jun 9, 2026 to presentfactForm ADV
← CHRIS NMN THEODORIDISAdvisorregistration: current employment
Dec 4, 2025 to presentfactForm ADV

Advises (35)

→ EVERBERG COMAR HOLDINGS LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ EVERBERG PENN FOSTER HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Dec 18, 2021 to presentfactForm ADV
→ EVERBERG PC HOLDINGS IV, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ EVERBERG HOLDINGS XVII, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ EVERBERG PC HOLDINGS V, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ EVERBERG HHG HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Dec 18, 2021 to presentfactForm ADV
→ SIGNAL 88 INVESTORS, LLCPrivate fundPrivate Equity Fund, IA
Mar 26, 2021 to presentfactForm ADV
→ EVERBERG SC HOLDINGS I, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ EVERBERG HYPHEN HOLDINGS II, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ EVERBERG CLOUD9 HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Mar 26, 2021 to presentfactForm ADV
→ EVERBERG PC HOLDINGS I, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ EVERBERG CAPITAL PARTNERS II, L.P.Private fundPrivate Equity Fund, IA
Dec 18, 2021 to presentfactForm ADV
→ EVERBERG HYPHEN HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Dec 18, 2021 to presentfactForm ADV
→ EVERBERG CA HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Jan 6, 2020 to presentfactForm ADV
→ EVERBERG PC HOLDINGS III, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ EVERBERG SC HOLDINGS VII, LLCPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ EVERBERG SC HOLDINGS X, LLCPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ EVERBERG SC HOLDINGS V, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ EVERBERG SC HOLDINGS VI, LLCPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ EVERBERG SC HOLDINGS III, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ EVERBERG SC HOLDINGS VIII, LLCPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ 613 SUPER HOLDCO LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ EVERBERG SC HOLDINGS II, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ EVERBERG CIS HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Dec 18, 2021 to presentfactForm ADV
→ EVERBERG HOLDINGS XIV LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ EVERBERG ISS HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Jan 6, 2020 to presentfactForm ADV
→ EVERBERG SC HOLDINGS IV, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ EVERBERG DCA HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Dec 18, 2021 to presentfactForm ADV
→ EVERBERG SWYFT PREF HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ EVERBERG SC HOLDINGS IX, LLCPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
and 5 more

Controls (13)

← VAN ITALLIE, JASON, MICHAELOwnerMANAGER, ownership code NA, individual
Jul 20, 2021 to Mar 28, 2024factForm ADV
← ZELNICK, STRAUSSOwnerTRUSTEE, ownership code F, individual
Jul 20, 2021 to Mar 28, 2024factForm ADV
← DE LA BRUYERE, MARCOwnerTRUSTEE, ownership code F, individual
Jul 20, 2021 to Mar 28, 2024factForm ADV
← NORMAND, ROBERTOwnerTRUSTEE, ownership code F, individual
Jul 20, 2021 to Mar 28, 2024factForm ADV
← BELZBERG, FRANCES, NMNOwnerTRUSTEE, ownership code F, individual
Jul 20, 2021 to Mar 28, 2024factForm ADV
← CIAMPI, JOHNNYOwnerTRUSTEE, ownership code F, individual
Jul 20, 2021 to Mar 28, 2024factForm ADV
← THEODORIDIS, CHRISTOS, NMNOwnerCOO, GENERAL COUNSEL, AND CCO, ownership code NA, individual
Dec 18, 2021 to Mar 28, 2024factForm ADV
← PIENAAR, NEILLOwnerCFO AND MANAGER, ownership code NA, individual
Mar 28, 2024 to Mar 28, 2024factForm ADV
← BEL-FRAN CAPITAL INC.OwnerSOLE MEMBER, ownership code E, domestic entity
Mar 25, 2022 to Mar 28, 2024factForm ADV
← BEL-FRAN HOLDCO LTD.OwnerGENERAL PARTNER, ownership code F, foreign entity
Mar 31, 2023 to Mar 28, 2024factForm ADV
← BEL-FRAN HOLDINGS LLPOwnerSHAREHOLDER, ownership code E, domestic entity
Mar 31, 2023 to Mar 28, 2024factForm ADV
← BELZBERG & CO. LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Jul 20, 2021 to Mar 28, 2024factForm ADV
← THE FRANCES BELZBERG ALTER EGO TRUSTOwnerSHAREHOLDER, ownership code E, foreign entity
Jul 20, 2021 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Belzberg & Co. reported RAUM $2.3B, up 37% from $1.7B (2025-03-31 to 2026-03-30)
Form ADVobserved 6 days ago
$629M
Occurred
Mar 28, 2024
Control person joined
Neill Pienaar (Cfo And Manager) appeared on Schedule A of Belzberg & Co.
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person left
Ryan Chan (Cfo And Manager) no longer on Schedule A of Belzberg & Co. (listed 2023-06-07, absent 2024-03-28)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Regulatory AUM changed
Belzberg & Co. reported RAUM $1.2B, up 52% from $792.5M (2022-11-01 to 2023-03-31)
Form ADVobserved 6 days ago
$414M
Occurred
Mar 25, 2022
Control person left
Jay Wendy Belzberg (Shareholder) no longer on Schedule A of Belzberg & Co. (listed 2021-12-18, absent 2022-03-25)
Form ADVobserved 6 days ago
Occurred
Mar 25, 2022
Control person left
Nmn Lisa Belzberg (Shareholder) no longer on Schedule A of Belzberg & Co. (listed 2021-12-18, absent 2022-03-25)
Form ADVobserved 6 days ago
Occurred
Mar 25, 2022
Control person left
David Marc Belzberg (Shareholder) no longer on Schedule A of Belzberg & Co. (listed 2021-12-18, absent 2022-03-25)
Form ADVobserved 6 days ago
Occurred
Mar 25, 2022
Control person left
Ray Cheryl Tannenbaum Belzberg (Shareholder) no longer on Schedule A of Belzberg & Co. (listed 2021-12-18, absent 2022-03-25)
Form ADVobserved 6 days ago
Occurred
Dec 18, 2021
Control person left
Hightower Meredith Williams (Chief Compliance Officer And Vice President) no longer on Schedule A of Belzberg & Co. (listed 2021-07-26, absent 2021-12-18)
Form ADVobserved 6 days ago
Occurred
Dec 18, 2021
Control person joined
Nmn Christos Theodoridis (Coo, General Counsel, And Cco) appeared on Schedule A of Belzberg & Co.
Form ADVobserved 6 days ago
Occurred
Jul 20, 2021
First Form ADV filing
Belzberg Investments Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Named in current findings

FactRIA / Wealthinterestingconfidence high

156 wealth managers reported more private funds on their latest annual amendment, 445 in total

On annual amendments filed after 2024-12-31, 156 wealth managers reported a higher Item 5 private fund count than on the prior year's amendment, 445 funds added in total. Most: Ehrenkranz Partners L.P. 13 to 51 (2025-03-20 to 2026-03-26); Belzberg & Co. 56 to 90 (2025-03-31 to 2026-03-30); Diversifi Capital Inc 6 to 18 (2025-04-24 to 2026-04-29); Battery Global Advisors, Llc 66 to 77 (2025-03-27 to 2026-03-30); Waverly Advisors, Llc 8 to 19 (2025-04-04 to 2026-03-31); Offit Capital 113 to 123 (2025-03-27 to 2026-03-30).

EHRENKRANZ PARTNERS L.P.BELZBERG & CO.DIVERSIFI CAPITAL INC BATTERY GLOBAL ADVISORS, LLC+8 more

Feb 4, 2025 to Apr 30, 202620 evidence rowsconfirmed today

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4727b68a-cb43-b00c-5a36-a689173eee75
First observed: Jul 20, 2021
Last observed: Sep 16, 2026 5 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BELZBERG & CO.

BELZBERG INVESTMENTS LLC, CRD 315114

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4727b68a-cb43-b00c-5a36-a689173eee75

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:36 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRIS NMN THEODORIDIS

Chartered Financial Analyst

NEW YORK, NY

n/a

yes

JASON MICHAEL VAN ITALLIE

n/a

NEW YORK, NY

n/a

yes

JAMES GRANT BOHANNON

n/a

NEW YORK, NY

n/a

yes

JONATHAN ANDREW FARMER

n/a

NEW YORK, NY

yes

Nathan Wonoo Song

n/a

NEW YORK, NY

n/a

BENJAMIN TODD CARUS

n/a

NEW YORK, NY

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

EVERBERG CAPITAL PARTNERS III, L.P.

n/a

$409M

Jul 1, 2026

reported

021-535473

EVERBERG CAPITAL PARTNERS II, L.P.

Private Equity Fund

$345M

Jul 1, 2026

Dec 18, 2021

reported

021-417340

EVERBERG ACE HOLDINGS I, LP

n/a

$83.3M

Jul 1, 2026

reported

n/a

EVERBERG UNIVISTA HOLDCO, LP

n/a

$67.9M

Jul 1, 2026

reported

n/a

EVERBERG SCORPION HOLDCO LP

n/a

$66.5M

Jul 1, 2026

reported

n/a

613 SUPER HOLDCO LLC

Private Equity Fund

$55.8M

Jul 1, 2026

Mar 31, 2023

reported

n/a

EVERBERG CAPITAL PARTNERS III-A, L.P.

n/a

$55.1M

Jul 1, 2026

reported

021-535477

EVERBERG SC HOLDINGS IX, LLC

Private Equity Fund

$45.6M

Jul 1, 2026

Mar 28, 2024

reported

n/a

EVERBERG SC HOLDINGS XIX, LLC

n/a

$31.3M

Jul 1, 2026

reported

n/a

EVERBERG SC HOLDINGS VI, LLC

Private Equity Fund

$28.1M

Jul 1, 2026

Mar 28, 2024

reported

n/a

EVERBERG SC HOLDINGS XL, LLC

n/a

$26.8M

Jul 1, 2026

reported

n/a

EVERBERG SC HOLDINGS IV, LLC

Private Equity Fund

$26.6M

Jul 1, 2026

Mar 31, 2023

reported

n/a

EVERBERG SC HOLDINGS III, LLC

Private Equity Fund

$26.5M

Jul 1, 2026

Mar 31, 2023

reported

n/a

EVERBERG HOLDINGS XVII, LLC

Private Equity Fund

$21.8M

Jul 1, 2026

Mar 31, 2023

reported

n/a

EVERBERG SC HOLDINGS V, LLC

Private Equity Fund

$21.4M

Jul 1, 2026

Mar 31, 2023

reported

n/a

EVERBERG SC HOLDINGS XLII, LLC

n/a

$21.3M

Jul 1, 2026

reported

n/a

EVERBERG CIS HOLDINGS, LLC

Private Equity Fund

$20.5M

Jul 1, 2026

Dec 18, 2021

reported

n/a

EVERBERG DCA HOLDINGS, LLC

Private Equity Fund

$20.5M

Jul 1, 2026

Dec 18, 2021

reported

n/a

EVERBERG SC HOLDINGS XXV, LLC

n/a

$16.7M

Jul 1, 2026

reported

n/a

EVERBERG PC HOLDINGS I, LLC

Private Equity Fund

$16.1M

Jul 1, 2026

Mar 31, 2023

reported

n/a

EVERBERG HHG HOLDINGS, LLC

Private Equity Fund

$15.6M

Jul 1, 2026

Dec 18, 2021

reported

n/a

B&C ARENOVA LP

n/a

$15.5M

Jul 1, 2026

reported

n/a

B&C PROJECT SHINE LP

n/a

$15.4M

Jul 1, 2026

reported

n/a

EVERBERG SC HOLDINGS XXVIII, LLC

n/a

$15.1M

Jul 1, 2026

reported

n/a

EVERBERG SC HOLDINGS XXXII, LLC

n/a

$14.0M

Jul 1, 2026

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BELZBERG & CO. LLC

SOLE MEMBER

yes

04/2021

Jul 1, 2026

PIENAAR, NEILL

CFO AND MANAGER

yes

07/2023

Jul 1, 2026

THEODORIDIS, CHRISTOS, NMN

COO, GENERAL COUNSEL, AND CCO

yes

11/2021

Jul 1, 2026

VAN ITALLIE, JASON, MICHAEL

Manager

yes

04/2021

Jul 1, 2026

BEL-FRAN CAPITAL INC.

SOLE MEMBER

yes

04/2021

Mar 25, 2022

Mar 28, 2024

BEL-FRAN CAPITAL LTD.

Shareholder

yes

03/1995

Mar 25, 2022

Mar 28, 2024

BEL-FRAN HOLDCO LTD.

GENERAL PARTNER

yes

12/2021

Mar 31, 2023

Mar 28, 2024

BEL-FRAN HOLDINGS LLP

Shareholder

yes

12/2021

Mar 31, 2023

Mar 28, 2024

BEL-FRAN HOLDINGS LTD

Shareholder

yes

12/2021

Mar 31, 2023

Mar 28, 2024

BEL-FRAN HOLDINGS LTD

Shareholder

yes

12/2021

Mar 31, 2023

Mar 28, 2024

BELZBERG, FRANCES, NMN

Trustee

yes

08/2018

Jul 20, 2021

Mar 28, 2024

CIAMPI, JOHNNY

Trustee

yes

08/2018

Jul 20, 2021

Mar 28, 2024

DE LA BRUYERE, MARC

Trustee

yes

08/2018

Jul 20, 2021

Mar 28, 2024

NORMAND, ROBERT

Trustee

yes

08/2018

Jul 20, 2021

Mar 28, 2024

THE FRANCES BELZBERG ALTER EGO TRUST

Shareholder

yes

08/2018

Jul 20, 2021

Mar 28, 2024

ZELNICK, STRAUSS

Trustee

yes

08/2018

Jul 20, 2021

Mar 28, 2024

ZELNICK, STRAUSS

Manager

yes

04/2021

Jul 20, 2021

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BEL-FRAN CAPITAL INC.

n/a

BELZBERG CAPITAL LLC

n/a

yes

n/a

EVERBERG CAPITAL PARTNERS GP II, L.P.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$2.3B

$1.2B

n/a

2024

Mar 31, 2025

$1.7B

$798M

n/a

2023

Mar 28, 2024

$1.5B

$707M

2022

Mar 31, 2023

$1.2B

$495M

$536M

2021

Mar 25, 2022

$792M

$292M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.3B

$1.7B

37.0%

$1.2B

24.5%