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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Zenith AM
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|---|---|
| CRD # | 173046 |
| SEC # | 801-81138 |
| CIK # | |
| AUM | $619.2 M (2025-04-01) |
| Employees | 15 (47% Investors, 0% Brokers) |
| Phone | 0033180980050 |
| Address | 13 Rue Alphonse de Neuville Paris, France |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 4.0 |
| (b) Individuals (high net worth individuals) | 3 | 16.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 16 | 336.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 16 | 238.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 24.6 |
| (n) Other | 0 | 0.0 |
| Total | 52 | 619.2 |
| By Discretionary | ||
| Discretionary | 52 | 619.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 52 | 619.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 591.0 | |
| United States Persons | 28.2 | |
| Total | 52 | 619.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cambridge Advisors Inc
✚
|
NE | 0.6 |
|
ASIO Capital LLC
✚
|
KY | 0.6 |
|
MTM Investment Management LLC
✚
|
SC | 0.6 |
|
Holderness Investments Co
✚
|
NC | 0.6 |
|
The Patten Group Inc
✚
|
TN | 0.6 |
|
Northern Financial Advisors Inc
✚
|
MI | 0.6 |
|
Ridgecrest Wealth Partners LLC
✚
|
CA | 0.6 |
|
Riverview Capital Advisers LLC
✚
|
MA | 0.6 |
|
Kesler Norman & Wride LLC
✚
|
UT | 0.6 |
|
Independent Family Office LLC
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|
NY | 0.6 |