Zelman Partners, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
31
Avg account
$0

Firm details

Headquarters
Bay Village, Ohio
CRD number
145187
Registered since
March 10, 2008

Firm profile

FINTRX

Overview

Zelman Partners, LLC is a privately organized limited liability company that registers with the SEC (initial registration in 2008) and presents itself as an investment bank rather than a traditional registered investment adviser or asset manager. The FINTRX snapshot classifies the firm as an investment bank, with ownership listed as a domestic entity and an individual. The profile shows the firm does not act as a capital allocator, does not identify as an active ESG investor, and is not recorded as a multi-state adviser or pension consultant in the available dataset. The dataset includes few details about client-facing advisory services, fee structures, or specific business lines; those fields are blank in the source. That pattern is consistent with a firm focused on investment banking activities rather than discretionary portfolio management or broad wealth-management services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Stephen Erwin

    Stephen Erwin

    Chief Legal and Compliance OfficerCRD 5028461

Contacts

3 of 30
  • Natalie Kulasekere

    Natalie Kulasekere

    Research AssociateCRD 7786482

  • Marius Morar

    Marius Morar

    DirectorCRD 6909888

  • Jesse Lederman

    Jesse Lederman

    AssociateCRD 7300280

Unlock 27 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth