Zega Investments, LLC
Firm details
- Headquarters
- Palm Beach Gardens, Florida
- CRD number
- 330428
- Registered since
- June 3, 2024
- Website
- zegainvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers78.48%
- HNWI14.72%
- Individuals6.8%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Zega Investments, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm serves both individual and family clients as well as institutional investors, offering financial planning and portfolio management for individuals, small businesses, and businesses or institutions. Its fee model combines an asset-based fee schedule with the option for fixed fees. Zega reports it is not an active ESG investor and lists relationships with other investment advisers and an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities56%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 114Active vs passive
$304M in ETFs
35%
$107M
57%
$197M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) BLACKSTONE HIGH INCOME ETF (HYBL) | State Street | Active | High Yield Bond | $54M | 1,933,377 | 17.76% |
Location
Palm Beach Gardens, FL
Palm Beach
Location
Palm Beach Gardens, FL
Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 3801 Pga Blvd
- Time zone
- ET (UTC-5)
- Office locations
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