Belzberg &

Private Equity SEC-registered adviser

Legal name: Belzberg Investments LLC

New York, NY Website LinkedIn

AUM

$2.3B
Regulatory AUM

Private funds

90
Private Equity 90

Private fund assets

$1.7B
Gross asset value

Employees

22

Last Form D raise

Jan 2026
Most recent fund filing

From SEC Form ADV filing (filed Sep 16, 2026). View on SEC

People(6)

Owners and executive officers named on the firm's SEC Form ADV.

B
Barry James
Trustee, The Frances Belzberg Alter Ego Trust
Source: SEC Form ADV
J
Jason van Itallie
Chief Executive Officer
Source: SEC Form ADV
J
Johnny Ciampi
Trustee, The Frances Belzberg Alter Ego Trust
Source: SEC Form ADV
M
Marc de la Bruyere
Trustee, The Frances Belzberg Alter Ego Trust
Source: SEC Form ADV
R
Robert Normand
Trustee, The Frances Belzberg Alter Ego Trust
Source: SEC Form ADV
S
Strauss Zelnick
Trustee, The Frances Belzberg Alter Ego Trust
Source: SEC Form ADV

Funds(90)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Everberg Capital Partners III, L.P.Private Equity$409.0M$429.3M32Jan 2026Warm
Everberg Capital Partners Iii-A, L.P.Private Equity$55.1M$429.3M6Jan 2026Warm
Everberg Capital Partners II, L.P.Private Equity$344.9M$190.5M37May 2023Cold
Everberg Ace Holdings I, LPPrivate Equity$83.3M———
Everberg Univista Holdco, LPPrivate Equity$67.9M———
Everberg Scorpion Holdco LPPrivate Equity$66.5M———
613 Super Holdco LLCPrivate Equity$55.8M———
Everberg Sc Holdings IX, LLCPrivate Equity$45.6M———
Everberg Sc Holdings Xix, LLCPrivate Equity$31.3M———
Everberg Sc Holdings VI, LLCPrivate Equity$28.1M———
Everberg Sc Holdings Xl, LLCPrivate Equity$26.8M———
Everberg Sc Holdings IV, LLCPrivate Equity$26.6M———
Everberg Sc Holdings III, LLCPrivate Equity$26.5M———
Everberg Holdings Xvii, LLCPrivate Equity$21.8M———
Everberg Sc Holdings V, LLCPrivate Equity$21.4M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
315114
SEC file number
801-122124

Sources