Zebra Crossing Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 173660
- Website
- www.zebracrossingam.com
- Custodians
- ALTRUIST
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.18%
- Individuals26.82%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Zebra Crossing Asset Management LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm charges a combination of percentage-of-AUM and fixed fees and operates as an adviser focused on straightforward wealth management rather than running pooled or proprietary investment funds. Investment activity centers on public mutual funds as the primary vehicle for client portfolios, with a notable supplement of third‑party alternative exposure. The firm does not position itself as a capital allocator; instead it taps external managers and funds for hedge fund, real estate, commodities and oil & gas exposure. Zebra Crossing is not an active ESG investor and is structured as a single-state, individual-owned RIA.
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
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities6%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Kimberly Chao
Principal Executive OfficerCRD 5360804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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