Zest

Overview

Zest is a limited liability company that registered with the SEC in 2021. The firm advises both individual/family and institutional clients and provides financial planning and portfolio management services across individual, small-business, and institutional mandates. Its compensation structure includes fees based on a percentage of assets under management plus performance-based fees. Zest does not identify as an active ESG investor and is not registered as a multistate adviser; it is classified in the snapshot data as unclassified and is not labeled a capital allocator. Zest’s regulatory filings also indicate it participates in pooled vehicles in sponsor or general partner roles. That suggests the firm not only manages portfolios on behalf of clients but also has a hand in originating or managing private pooled investment structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices