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Belz Family & Associates
Jonathan Belz's Sydney MFO channels Asia-Pac capital into US private assets, blending GP-marketing infrastructure with institutional-grade manager access.
Belz Family & Associates
Belz Family & Associates operates as an alternative investment manager and multi-family office from Sydney, with additional footholds in Singapore and the US. The firm was built to bridge Asia-Pacific family capital with private-market opportunities concentrated in the United States. Jonathan Belz, who spent earlier career years at Credit Suisse in New York and Goldman Sachs in Australia and Hong Kong, co-leads the firm after a tenure as head of Private Investments at the Victor Smorgon Group. The firm pursues a relationship-sourced model across private equity, venture capital, hedge funds, and digital assets. Sectors of focus include gaming, sports, wellness, and startup-stage ventures. The team invests directly alongside its clients, underwriting downside risk before sizing commitments. The geographic remit spans Australia, Greater China, and North America — a corridor the firm's Mandarin-fluent founder has explicitly cultivated. Beyond Belz, a 20-person team includes Co-Founder Gavin Ezekowitz, formerly RBC's Head of Capital Markets Asia-Pacific, and Head of Investments Matt Curtolo, who previously directed private equity at MetLife Investment Management. The firm is not a single-family operation; it serves multiple ultra-high-net-worth families and in 2025 added institutional-caliber operations leadership, naming Bridget Nichols as COO/CCO after she helped launch Australia's first spot Bitcoin and Ethereum ETFs. The firm's structural differentiator is a disclosed marketing arrangement with Memphis-based Belz Investco GP, LLC, which points to a trans-Pacific capital-raising architecture rather than a pure advisory mandate. This alignment with a US GP suggests co-investment pipelines are part of the model — a hybrid family-office and placement-agent posture that is distinct from most Sydney-headquartered multi-family peers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
Oceania
Country
Australia
City
Sydney
Corporate office
Sydney, Australia
Additional offices
Singapore · United States
Principals
Jonathan Belz
Co-Founder
Gavin Ezekowitz
Co-Founder
John Hatzigrigoriou
Head of Operations and Financial Strategy
Bridget Nichols
COO/CCO
Matt Curtolo
Head of Investments
Sector focus
Frequently asked questions
Who runs investment decisions at Belz Family & Associates?
Matt Curtolo serves as Head of Investments, coming from a Director role in Private Equity at MetLife Investment Management after earlier positions at Hamilton Lane. He works alongside Jonathan Belz and Gavin Ezekowitz at the top of the firm.
How does Belz Family & Associates source its deal flow?
The firm emphasizes relational access built over years with fund managers and founders, particularly in the United States. Jonathan Belz's bilingual Mandarin fluency and Goldman Sachs background create a cross-border corridor that originates opportunities not typically available through standard Asian intermediary channels.
Why does Belz Family & Associates also operate as 'BFA Global Investors'?
The firm uses 'BFA Global Investors' as its client-facing brand for alternative investment management. Structurally, it remains a multi-family office — the branding distinguishes the institutional-grade service delivery from what might be perceived as a traditional family-advising practice.
What is Belz Family & Associates' relationship with Belz Investco GP, LLC?
According to SEC filings, the Sydney-based firm acts as a marketer for the Memphis-based Belz Investco GP, LLC. This arrangement indicates a trans-Pacific capital-raising function embedded in the multi-family office structure, facilitating US-based private investments for Asia-Pacific families.
Does the firm participate in fund commitments, direct deals, or both?
The firm invests across fund commitments, direct co-investments, and startup ventures. Its investment types include private equity funds, hedge funds, digital assets, and early-stage companies, with a process that requires direct engagement with founders and management teams before committing capital.
Which geographies does Belz Family & Associates focus on for deployment versus capital sourcing?
Capital primarily originates from Asia-Pacific families, particularly through the Australia–Greater China corridor. Deployment targets US private-market assets, though the firm's presence in Singapore and Australia means it also evaluates regional opportunities.
Does Belz Family & Associates have any philanthropic or operational sidecar vehicles?
The principals maintain ties to Memphis arts and culture philanthropy. The firm also holds ownership interests in the Peabody Hotel in Memphis and a luxury vacation home in Big Sky, Montana, indicating a personal operating-asset portfolio that runs alongside the investment management business.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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