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 registered with the SEC since 2008. Public registry data classifies the firm as an investment bank rather than a traditional discretionary asset manager, and it indicates the ownership structure involves a domestic entity alongside an individual owner. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. Registry fields for advisory activities, client types, fee schedules and business lines are not populated in the available data, so its primary market-facing activities beyond the investment-bank classification are not documented in the source material.
Assets & Accounts
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 29Natalie Kulasekere
Research AssociateCRD 7786482

Marius Morar
DirectorCRD 6909888

Jesse Lederman
AssociateCRD 7300280
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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