ZANBATO ADVISORS LLC
Firm details
- Headquarters
- MOUNTAIN VIEW, California
- CRD number
- 311620
- Registered since
- July 26, 2024
- Website
- www.zanbato.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1KNUT NICOLAI SAND
CEOCRD 6115928
Contacts
2 of 2GREGORY LANCE WRIGHT
PresidentCRD 1564124
Marianne Rafferty
Compliance ManagerCRD 1982973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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