Investment adviser · CRD 315114

BELZBERG & CO.

Investment adviser filing (IA)

BELZBERG INVESTMENTS LLC

NEW YORK, NY, United States · Form ADV filed Sep 16, 2026

Regulatory AUM: $2.33B
Client accounts: 121
Employees: 22
Advisory professionals: 14

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	90	$1,235,000,000	53.1%
High-net-worth individuals	27	$1,090,000,000	46.8%
Individuals	Fewer than 5	$2,000,000	0.1%

Filing source

Form ADV 2131876 · Sep 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

EVERBERG CAPITAL PARTNERS III, L.P.Private Equity Fund · Last reported Sep 16, 2026$409MGross asset value

Form D fundraising filings

Everberg Capital Partners III, L.P.

Fund administrator IQ-EQ FUND SERVICES, LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CBIZ CPAS P.C.
PCAOB 49

Fund details & source

Fund ID: 805-3141961048
Reported beneficial owners: 34
Minimum commitment: $50M
Form D file number: 021-535473

Form ADV 2131876 · Sep 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EVERBERG CAPITAL PARTNERS II, L.P.Private Equity Fund · Last reported Sep 16, 2026$345MGross asset value

Form D fundraising filings

Everberg Capital Partners II, L.P.

Fund administrator APEX GROUP LTD. TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CBIZ CPAS P.C.
PCAOB 49

Fund details & source

Fund ID: 805-1058612029
Reported beneficial owners: 38
Minimum commitment: $1M
Form D file number: 021-417340

Form ADV 2131876 · Sep 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EVERBERG ACE HOLDINGS I, LPPrivate Equity Fund · Last reported Sep 16, 2026$83.3MGross asset value

Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CBIZ CPAS P.C.
PCAOB 49

Fund details & source

Fund ID: 805-7308517817
Reported beneficial owners: 9
Minimum commitment: $1M

Form ADV 2131876 · Sep 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EVERBERG UNIVISTA HOLDCO, LPPrivate Equity Fund · Last reported Sep 16, 2026$67.9MGross asset value

Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CBIZ CPAS P.C.
PCAOB 49

Fund details & source

Fund ID: 805-2742266995
Reported beneficial owners: 9
Minimum commitment: $1M

Form ADV 2131876 · Sep 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EVERBERG SCORPION HOLDCO LPPrivate Equity Fund · Last reported Sep 16, 2026$66.5MGross asset value

Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CBIZ CPAS P.C.
PCAOB 49

Fund details & source

Fund ID: 805-8989656877
Reported beneficial owners: 18
Minimum commitment: $1M

Form ADV 2131876 · Sep 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

613 SUPER HOLDCO LLCPrivate Equity Fund · Last reported Sep 16, 2026$55.8MGross asset value

Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CBIZ CPAS P.C.
PCAOB 49

Fund details & source

Fund ID: 805-4666598162
Reported beneficial owners: 8
Minimum commitment: $1M

Form ADV 2131876 · Sep 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EVERBERG CAPITAL PARTNERS III-A, L.P.Private Equity Fund · Last reported Sep 16, 2026$55.1MGross asset value

Form D fundraising filings

Everberg Capital Partners III-A, L.P.

Fund administrator IQ-EQ FUND SERVICES, LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CBIZ CPAS P.C.
PCAOB 49

Fund details & source

Fund ID: 805-5027255991
Reported beneficial owners: 6
Minimum commitment: $50M
Form D file number: 021-535477

Form ADV 2131876 · Sep 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 16, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

680 FIFTH AVENUE, 24TH FLOOR
NEW YORK, NY, 10019, United States

CRD 315114

Filing source

Form ADV 2131876 · Sep 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.