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RIA / WealthPrivate fundprivate equity fund3(c)(7)

EVERBERG HOLDINGS XVII, LLC

advised by BELZBERG & CO.

Delaware, United States

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:786151c7-c653-3cc0-db7a-cfb1f5ce3427

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2023 to Jul 1, 2026
3 observations

Across DFX

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

Private Equityidentity

Everberg Holdings Xvii, LLC

Private equity fund · shared adv fund id

Facts

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

Adviser: BELZBERG & CO.CRD 315114
Fund type: Private Equity Fund
Latest reported GAV: $21.8Mgross asset value on Schedule D 7.B(1), as of 2026-07-01; never fund size
Peak reported GAV: $22.0M
Beneficial owners: 5
Minimum investment: $1.0M
Owned by the adviser: 5700%
Owned by funds of funds: 0%
Owned by non-US persons: 3000%
Clients solicited: no
Organised in: Delaware, United States
First reported: Mar 31, 2023
Last reported: Jul 1, 2026fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-8726447464

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 28, 2024	$21.9M	5	$1.0M	5700.0%	yes	EVERBERG HOLDINGS XVII, LLC
Jun 7, 2023	$22.0M	5	$1.0M	5700.0%	yes	EVERBERG HOLDINGS XVII, LLC
Mar 31, 2023	$21.4M	5	$1.0M	5700.0%	yes	EVERBERG HOLDINGS XVII, LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
FIRST REPUBLIC BANK	FIRST REPUBLIC BANK	SAN FRANCISCO	California	United States	no	n/a

Relationships

Advises (1)

← BELZBERG & CO.Registered adviserPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:786151c7-c653-3cc0-db7a-cfb1f5ce3427
First observed: Mar 31, 2023
Last observed: Jul 1, 2026 2 months ago
Source families: Federal regulator filings
1 registered feed 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.

EVERBERG HOLDINGS XVII, LLC

advised by BELZBERG & CO.

Delaware, United States

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:786151c7-c653-3cc0-db7a-cfb1f5ce3427

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:55 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 28, 2024

$21.9M

$1.0M

5700.0%

yes

EVERBERG HOLDINGS XVII, LLC

Jun 7, 2023

$22.0M

$1.0M

5700.0%

yes

EVERBERG HOLDINGS XVII, LLC

Mar 31, 2023

$21.4M

$1.0M

5700.0%

yes

EVERBERG HOLDINGS XVII, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

FIRST REPUBLIC BANK

SAN FRANCISCO

California

United States

n/a