Meziab Capital Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 113856
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations87.06%
- HNWI8.62%
- Individuals4.32%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Meziab Capital Management, Inc. operates as an independent registered investment advisor organized as a corporation and owned by an individual. The firm’s advisory activity centers on discretionary portfolio management for both individuals/small businesses and business or institutional clients. Compensation is charged as a percentage of assets under management. Public filings indicate the firm is not positioning itself as a capital allocator, is not a pension consultant, and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities90%
- Exchange Traded Equities7%
- Cash & Cash Equivalents3%
Contacts
1 of 1Ziad Meziab
OwnerCRD 1751828
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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