Zephyr Capital LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 332969
- Website
- www.z.capital
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Zephyr Capital LLC is an independent, privately held registered investment adviser organized as an LLC that provides portfolio management primarily for individual and family clients and small businesses. The firm charges a mix of percentage-of-assets, flat fees and performance-based fees, and operates with a domestic ownership structure. Zephyr does not market itself as an ESG-focused adviser, is not multi-state registered, and does not serve as a capital allocator or pension consultant.
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities25%
- Derivatives15%
- Cash & Cash Equivalents10%
Contacts
2 of 2
Lingke Cheng
Portfolio ManagerCRD 7679902
Jingjing Ying
ManagerCRD 7972548
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 330 N Wabash Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Monroe Financial Inc.
RIAChicago, IL
Castleark Alternatives, LLC
RIAChicago, IL
Hightower & Boler, LLC
RIAChicago, IL
Investment Navigation LLC
RIAChicago, IL
G-Legion, LLC
RIAChicago, IL
Riverwalk Capital Partners, LLC
RIAChicago, IL