|
⚲
|
| ZBS Partners LLC
✚
| |
|---|---|
| CRD # | 326727 |
| SEC # | 801-128111 |
| CIK # | |
| AUM | $728.0 MM (2024-05-31) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 949-228-2545 |
| Address | 123 E 70th St New York, NY 10021 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | ZBS Partners I LP | [2024-03-18] | 0.0 | 354.5 |
| PE | ZBS Partners I Parallel LP | [2024-03-18] | 0.0 | 33.8 |
| PE | ZBS Mechanical Group Co-Invest Fund 2 LLC | [2023-05-05] | 3.0 | 11.2 |
| PE | ZBS Mechanical Group Co-Invest LLC | [2023-05-05] | 3.0 | 7.7 |
| PE | ZBS Mechanical Group Fund 2 LLC | [2023-05-05] | 49.9 | 207.6 |
| PE | ZBS Mechanical Group Parallel Fund LLC | [2021-06-30] | 1.6 | 5.0 |
| PE | ZBS Mechanical Group LLC | [2020-11-27] | 33.4 | 108.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 728.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 728.0 |
| By Discretionary | ||
| Discretionary | 7 | 728.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 728.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 728.0 | |
| Total | 7 | 728.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Linfu Zhang | 6 | ||
| Nicholas Sloane | 4 | ||
| ZBS Mechanical LLC | 5 | ||
| ZBS Partners I GP LLC | 2 | ||
| Linfu Frank Zhang | 2 | ||
| ZBS Partners LLC | 2 | ||
| Linfu Zhang SODA LLC | 1 |
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|---|---|---|
|
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|
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|
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|
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