Overview
Assets Under Management: $549 million
Headquarters: PALM BEACH GARDENS, FL
High-Net-Worth Clients: 64
Average Client Assets: $2 million
Frequently Asked Questions
ZEGA INVESTMENTS 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 #330428), ZEGA INVESTMENTS is subject to fiduciary duty under federal law.
ZEGA INVESTMENTS is headquartered in PALM BEACH GARDENS, FL.
ZEGA INVESTMENTS serves 64 high-net-worth clients according to their SEC filing dated May 12, 2025. View client details ↓
According to their SEC Form ADV, ZEGA INVESTMENTS offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ZEGA INVESTMENTS manages $549 million in client assets according to their SEC filing dated May 12, 2025.
According to their SEC Form ADV, ZEGA INVESTMENTS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,698
Discretionary Accounts: 1,698
Regulatory Filings
CRD Number: 330428
Filing ID: 1988951
Last Filing Date: 2025-05-12 13:22:00
Website: https://zegainvestments.com