Daniel Beltzman

Daniel Beltzman, a Private Equity Investor, is a Director at Regis Corporation

Daniel Beltzman founded Birch Run Capital Advisors, LP in New York City in 2006. Specializing in value-based investments, Birch Run collaborates with management teams and boards to drive long-term shareholder wealth creation.

Current position for this fund: Regis Corporation (NYSE:RGS). According to Insider Monkey’s 13F filing database, Insider Monkey estimates the stake is worth roughly $209 million.

Early Life and Education

Daniel Beltzman hails from Woodmere, Long Island in New York. He attended Amherst College and Columbia Law School before working at Kelly, Drye & Newhall law firm before beginning Birch Run Capital as his own hedge fund. Additionally, Daniel served on several public company boards such as Regis Corp (and its subsidiaries) where his total compensation totalled $146,250 while at Birch Run Capital which owned 10.4% of Regis shares.

Professional Career

Daniel Beltzman has spent much of his professional career as both an investor and entrepreneur focusing on private equity investments. In 2006 he cofounded Birch Run Capital Advisors – an investment advisory firm which invests value-based opportunities in public or private equity and debt securities – while supporting management teams and boards as they work to build great companies while driving long-term shareholder value creation. Daniel currently sits on Regis Corporation’s board of directors.

Prior to his current position, Mr. Morison held roles at Deutsche Bank Securities’ Mergers & Acquisitions Department and Bank of America Securities’ Equity Research Departments. He holds both a BBA and MAcc degree from the University of Michigan; furthermore, as an attorney and former Judge Advocate with the United States Marine Corps he successfully prosecuted or defended more than 150 criminal trials as prosecutor or defendant.

Personal Life

Daniel Beltzman lives and works in New York City. Since 2006, Birch Run Capital Advisors – his investment advisory firm founded in 2006 – has focused on finding value-based opportunities within public or private equity and debt securities and supporting management teams and boards in achieving long-term value creation. According to SEC filings he made $146,250 as Chairman of Regis Corp’s Board in 2021 according to Form 4 filings; in 2012 he purchased 1,975,002 RGS shares worth over $3.64 Million according to Whalewisdom public records; additionally he also holds at least 2 other investments within Regis Corporation.

Net Worth

Regis Corporation (NYSE:RGS) disclosed in their 2012 Form 4 filing with the SEC that Daniel Beltzman has an estimated net worth of at least $3.64 Million dollars. Mr. Beltzman founded Birch Run Capital Advisors LP as an investment advisory in May 2006 under his direction and later served in their Mergers and Acquisitions and Equity Research departments of Deutsche Bank Securities Inc and Bank of America Securities; later also serving in their Mergers and Acquisitions departments and Equity Research departments respectively. Today under his supervision, his firm manages significant assets for high net worth families; in addition to acting independently chair of Regis Holding Corp as well as acting director at Ditech Holding Corporation as well.

Since 2012, he has made at least two trades of Regis stock, purchasing 1,975,002 RGS units worth over $32,646,783. Currently he owns over 3,295,519 shares as of October 31.

Leave a Reply

Your email address will not be published. Required fields are marked *