Zm Capital Advisors, LLC is a large advisory firm based in New York. It manages $170 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012.
Zm Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Zm Capital Advisors, LLC is $170 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Zm Capital Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Zm Capital Advisors, LLC performs its advisory services is located at 19 West 44 Th Street, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-944-2056 or by fax 212-944-2059. The normal business hours are 8 am - 6 pm on Monday - Friday. You can find more information about the New York firm at www.zelnickmedia.com.