Zephyr Capital LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 332969
- 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 registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients and charges a mix of fees: percentage of AUM, fixed fees, and performance-based fees. According to available disclosures, Zephyr Capital is not positioned as a capital allocator and does not identify as an active ESG investor, a pension consultant, or a multi-state adviser. Custody for client assets is handled through Interactive Brokers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
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