|
⚲
|
| Keyboard |
| Zenith AM
✚
|
|
|---|---|
| CRD # | 173046 |
| SEC # | 801-81138 |
| CIK # | |
| AUM | 963.6 M (2026-04-02) |
| Employees | 18 (44% Investors, 0% Brokers) |
| Phone | 0033180980050 |
| Address | 8 Rue Du General Foy Paris, France |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 5.3 |
| (b) Individuals (high net worth individuals) | 3 | 14.5 |
| (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 | 13 | 589.5 |
| (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 | 326.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 27.8 |
| (n) Other | 0 | 0.0 |
| Total | 53 | 963.6 |
| By Discretionary | ||
| Discretionary | 53 | 963.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 53 | 963.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 938.6 | |
| United States Persons | 25.0 | |
| Total | 53 | 963.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 7 (97 non-US) |
| Serves | Institutional, Retail |
| LEI | 549300BBGZCVGWMMRP23 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Carrera Capital Advisors LLC
✚
|
MI | 968.7 M |
|
Lifeworks Advisors LLC
✚
|
MI | 966.7 M |
|
Blueprint Financial Advisors LLC
✚
|
NC | 966.6 M |
|
Hexagon Capital Partners LLC
✚
|
AR | 965.0 M |
|
Riverbend Capital Advisors LLC
✚
|
IL | 964.8 M |
|
AMI Investment Management Inc
✚
|
IN | 963.6 M |
|
Cache Advisors LLC
✚
|
CA | 962.1 M |
|
Intelligent Wealth Solutions LLC
✚
|
TX | 961.0 M |
|
Roehl & YI Investment Advisors LLC
✚
|
OR | 959.4 M |
|
Maridea Wealth Management LLC
✚
|
NY | 958.7 M |