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CRD#: 321600
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for BELZBERG CAPITAL Comes From

Understanding the Statistics for BELZBERG CAPITAL and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
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Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
589 Fifth Avenue Suite 1602, New York, NY 10017
Mailing Address
589 Fifth Avenue Suite 1602, New York, NY 10017
Firm Size
Small
Phone Number
(212) 390-9591
Established
Delaware since 04/30/2021
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BELZBERG & CO., LLCSOLE MEMBER
THEODORIDIS, CHRIS NMNCHIEF COMPLIANCE OFFICER7481212
THORNTON, STEVEN LEEFINOP4496384
VAN ITALLIE, JASON MICHAELPRINCIPAL4611534

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at BELZBERG CAPITAL

ST

Steven Lee Thornton

Steve Lee Thornton
RR
CRD#: 4496384
Location:
Pasadena, CA 91101

Registered Affiliation(s):THE SPARTAN GROUP

Disclosures:
Experience:
27 years
JV

Jason Michael Van Itallie

Jason Michael Van Itallie
IAR
RR
CRD#: 4611534
Location:
New York, NY 10019

Registered Affiliation(s):BELZBERG & CO.

Disclosures:
Experience:
23 years
JB

James Grant Bohannon

James Bohannon
IAR
RR
CRD#: 5719332
Location:
New York, NY 10019

Registered Affiliation(s):BELZBERG & CO.

Disclosures:
Experience:
16 years
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