ZBS PARTNERS, LLC

other names
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Adviser Profile
As of Date 05/31/2024
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 5
Registration SEC, Approved, 06/02/2023
AUM* 727,962,353
of that, discretionary 727,962,353
Private Fund GAV* 727,962,352
Avg Account Size 103,994,622
SMA’s No
Private Funds 7
Contact Info 949 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$727,962,352

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Brochure Summary