ZBS PARTNERS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 326727
- Registered since
- June 2, 2023
- Website
- www.zbspartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
ZBS Partners, LLC is a private-equity focused adviser that manages pooled investment vehicles for institutional clients. The firm operates as a sponsor and general partner, providing portfolio management and fund-level governance rather than acting as a broad external capital allocator. Its fee model combines a percentage-of-assets component with performance-based fees, consistent with traditional private equity economics. Regulatory and firm attributes indicate it is not an active ESG investor, it is not set up as a multi-state adviser, and it does not position itself as a pension consultant. Advisory activity centers on managing private funds and serving as the managing member or GP of those pooled vehicles. The client base is institutional, and the firm’s structure and fee alignment point to a focus on delivering both capital deployment and carry-style upside to investors through the funds it organizes.
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 1Josh Funk
Chief Compliance Officer And Chief Financial OfficerCRD 7733959
Contacts
2 of 2NICHOLAS SLOANE
Co-Founder and Managing MemberCRD 5805121
LINFU ZHANG
Co-Founder and Managing MemberCRD 6079493
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 655 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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