Shanzer Management

Overview

Shanzer Management is a single‑owner, sole‑proprietorship adviser focused on direct portfolio management for individuals and small businesses. The firm charges a percentage‑of‑assets fee and manages a compact, highly concentrated book of business. Its regulatory filing identifies the client base as individuals and families and lists portfolio management for individuals and small businesses as the core advisory activity. The filing indicates the firm does not position itself as a multi‑state adviser, is not an active ESG investor, and does not act as a capital allocator or pension consultant. The asset classification on the filing is reported as “Other” for the entirety of assets, which suggests the adviser reports holdings in an aggregated category rather than breaking assets into standard classes on the form.

Assets & Accounts

Investments & Alternatives

Location & Offices