ZELKOVA MANAGEMENT, LLC
Firm details
- Headquarters
- MIAMI BEACH, Florida
- CRD number
- 322333
- Registered since
- June 28, 2023
Firm profile
FINTRXOverview
Zelkova Management, LLC is a limited liability company that registered with the SEC in 2023 and is owned by an individual. The firm is not classified under a specific broker/dealer or RIA subtype in the available data. It does not position itself as a capital allocator, pension consultant, or multi-state adviser, and it is not flagged as an active ESG investor. Its recorded activity includes acting as a sponsor, general partner, and managing member of pooled investment vehicles.
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
Contacts
1 of 1JASON LEVY
PartnerCRD 4417685
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI BEACH, FL
MIAMI DADE
Location
MIAMI BEACH, FL
Headquartered in MIAMI BEACH, 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
- MIAMI DADE
- Address
- 1111 Lincoln Rd
- Time zone
- ET (UTC-5)
- Office locations
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