Zelman Partners, LLC
Firm details
- Headquarters
- Bay Village, Ohio
- CRD number
- 145187
- Registered since
- March 10, 2008
- Website
- www.zelmanassociates.com
Firm profile
FINTRXOverview
Zelman Partners, LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm has been SEC-registered since 2008. Publicly available filings and the provided summary disclose very little about its client focus or day-to-day advisory operations. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor.
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 1
Stephen Erwin
Chief Legal and Compliance OfficerCRD 5028461
Contacts
3 of 30
James Kildunne
Senior Compliance AnalystCRD 6300086
Theodore Tabasso
Director of SalesCRD 1875019
Ivy Zelman
Executive Vice PresidentCRD 2288665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bay Village, OH
Cuyahoga
Location
Bay Village, OH
Headquartered in Bay Village, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 27101 E Oviatt Rd
- Time zone
- ET (UTC-5)
- Office locations
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