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680 Fifth Avenue 24Th Floor, New York, NY 10019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-23 |
| NY | RA | APPROVED | 2026-06-09 |
Branch Locations
680 Fifth Avenue 24Th Floor, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barclays Capital Inc. | New York | NY | 09/2008 | 05/2018 |
| Belzberg & Co | New York | NY | 06/2018 | Present |
| Wavecrest Securities Llc | New York | NY | 02/2020 | 07/2023 |
| Belzberg Capital Llc | New York | NY | 03/2023 | Present |
BELZBERG & CO. Investment Related: Yes. 589 5TH AVENUE, SUITE 1602. NEW YORK, NY 10017. MANAGING DIRECTOR/FAMILY OFFICE FOR INVESTMENTS. EFFECTIVE: 06/2018. 180 HOURS PER MONTH/115 HOURS PER MONTH DURING MARKET HOURS Belzberg & Co. LLC . Investment Related: Yes. New York, NY. Director. Effective 06/2018. One of three members of the Investment Committee (IC), attending every IC meeting to participate in IC decisions. 180 Hours per month Everberg Capital, LLC. Investment Related: Yes. New York, NY Member of Investment Committee. Effective: 09/2024. One of three members of the Investment Committee (IC), attending every IC meeting to participate in IC decisions. 5 hours per month Bel-Fran Capital. Investment Related: Yes. New York, NY. Consultant. Effective: 06/2018. Offer consulting for non-financial advisory services. 5 Hours per month Balfour Pacific Capital. Investment Related: Yes. New York, NY. Director. Effective: 07/2019. Director of certain Balfour Pacific entities, participating in all board meetings as a director. 5 hours per month Alford & West LLC. Investment Related: Yes. New York, NY. Member and Manager. Effective: 10/2020. Provide general consulting services. 5 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-14 |
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