Overview
Assets Under Management: $1.3 billion
High-Net-Worth Clients: 1
Average Client Assets: $142.3 million
Frequently Asked Questions
ZADIG ASSET MANAGEMENT S.A. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167166), ZADIG ASSET MANAGEMENT S.A. is subject to fiduciary duty under federal law.
ZADIG ASSET MANAGEMENT S.A. serves 1 high-net-worth clients according to their SEC filing dated June 30, 2025. View client details ↓
According to their SEC Form ADV, ZADIG ASSET MANAGEMENT S.A. offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
ZADIG ASSET MANAGEMENT S.A. manages $1.3 billion in client assets according to their SEC filing dated June 30, 2025.
According to their SEC Form ADV, ZADIG ASSET MANAGEMENT S.A. serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.60%
Average Client Assets: $142.3 million
Total Client Accounts: 6
Discretionary Accounts: 6
Regulatory Filings
CRD Number: 167166
Filing ID: 1999177
Last Filing Date: 2025-06-30 11:11:00