Belzberg & Co.
Overview
Belzberg & Co. is an investment platform for individuals and families that uses a flexible capital pool to invest directly in operating businesses across multiple sectors and in real estate. The firm seeks opportunities that offer value, downside protection, and risk-adjusted returns, with an emphasis on opportunities with identifiable cash flows and tangible assets. It also creates and manages tailored liquid portfolios and deploys capital into several alternative fund managers. The firm was established in 2021 by senior executives of Bel-Fran Capital Inc., a legacy family office.
Portfolio Companies
2
Website
belzbergco.comInvestments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Kendra Scott | Sep 2024 | Private Equity | Co-investor |
| PolyPlus Battery Company | May 2019 | Convertible Debt | Co-investor |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Belzberg & Co. based?
Belzberg & Co. is headquartered in New York City, New York, United States.
When was Belzberg & Co. founded?
Founding year information for Belzberg & Co. is not publicly available.
How many portfolio companies does Belzberg & Co. have?
Belzberg & Co. has 2 portfolio companies in Caplight's dataset.
What are some companies in Belzberg & Co.'s portfolio?
Portfolio companies visible on Caplight include Kendra Scott, PolyPlus Battery Company.
What was Belzberg & Co.'s most recent investment shown here?
Belzberg & Co.'s most recent investment in this portfolio sample was in Kendra Scott in 2024.
What sectors does Belzberg & Co. focus on?
Belzberg & Co. focuses on Consumer & Commerce, Energy & Sustainability, Frontier & Industrial Tech.
What company stages does Belzberg & Co. focus on?
Belzberg & Co. typically invests at the Late stage.
What is Belzberg & Co.'s AUM?
Belzberg & Co.'s assets under management are estimated between $1.7B and $1.7B.