ZANBATO ADVISORS LLC

RIASEC RegisteredEst. 2024
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$35.9M
Accounts
58
Employees
11
Advisory reps
3

Firm details

Headquarters
MOUNTAIN VIEW, California
CRD number
311620
Registered since
July 26, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Zanbato Advisors LLC is a private equity manager that provides portfolio management for pooled investment vehicles and operates primarily for institutional clients. The firm is structured as a limited liability company and appears on the SEC registry as of 2024. Its core business activity is sponsoring and managing private funds: it serves as general partner and managing member for pooled vehicles and also has broker-dealer and sponsor affiliations that support fund formation and distribution. Zanbato charges a combination of percentage-of-AUM and performance-based fees, and it reports active ESG engagement as part of its investment approach. The firm’s model centers on managing private-market vehicles rather than running separately managed public portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • KNUT NICOLAI SAND

    CEOCRD 6115928

Contacts

2 of 2
  • GREGORY LANCE WRIGHT

    PresidentCRD 1564124

  • Marianne Rafferty

    Compliance ManagerCRD 1982973

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MOUNTAIN VIEW, CA

SANTA CLARA

Location

MOUNTAIN VIEW, CA

Headquartered in MOUNTAIN VIEW, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
715 N Shoreline Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth