ZEBRA CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
126285
Registered since
August 29, 2024

Firm profile

FINTRX

Overview

Zebra Capital Management, LLC is a small, owner-operated advisory firm organized as a limited liability company and registered with the SEC in 2024. The firm’s publicly disclosed activity centers on direct equity investing: its reported 13F positions are exclusively stock holdings and show a concentrated portfolio approach, with a handful of larger positions and a broader set of smaller stakes. Zebra is not flagged as an active ESG investor, and it does not identify as a multi-state adviser, pension consultant, or capital allocator. The firm also lists industry affiliations that cross into other advisory and transactional fields—specifically other investment advising, law, and real estate brokerage—which can widen its access to deal flow or local real estate opportunities. That mix of affiliations aligns with the firm’s use of both public equity positions and allocations to alternative strategies such as hedge funds and real estate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • KEVIN LAKE

    Chief Compliance Officer & General CounselCRD 5656707

Contacts

2 of 2
  • ROGER IBBOTSON

    Chairman and DirectorCRD 4393768

  • JOHN HOLMGREN

    PresidentCRD 1330544

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, 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
FAIRFIELD
Address
2187 Atlantic St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth