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| Happy Holidays!! thanks for using AUM13F!! |
| Zephyr Investment Management Inc
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| CRD # | 166303 |
| SEC # | 801-118365 |
| CIK # | |
| AUM | $421.4 M (2025-04-09) |
| Employees | 8 (50% Investors, 50% Brokers) |
| Phone | 805-496-6810 |
| Address | 3625 E Thousand Oaks Blvd Westlake Village, CA 91362 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 95.5 |
| (b) Individuals (high net worth individuals) | 29 | 60.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 31 | 265.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 666 | 421.4 |
| By Discretionary | ||
| Discretionary | 454 | 131.3 |
| Non-Discretionary | 212 | 290.1 |
| Total | 666 | 421.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 421.4 | |
| Total | 666 | 421.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MKT Advisors LLC
✚
|
CA | 0.4 |
|
Independent Wealth Network Inc
✚
|
IA | 0.4 |
|
Oliver Capital Management LLC
✚
|
WA | 0.4 |
|
Access Financial Services Inc
✚
|
MN | 0.4 |
|
Indivisible Partners LLC
✚
|
FL | 0.4 |
|
Go Invest LLC
✚
|
UT | 0.4 |
|
Bell & Brown Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Astoria Strategic Wealth Inc
✚
|
0.4 | |
|
Laurus Global Equity Management Inc
✚
|
0.4 | |
|
Joyce Wealth Management LLC
✚
|
TX | 0.4 |