ZHP Capital LLC

Overview

ZHP Capital LLC is an independent registered investment adviser that serves both individual/family and institutional clients. The firm operates as a capital allocator and blends financial planning with discretionary and non-discretionary portfolio management. Its advisory services include portfolio management for individuals, small businesses and institutions, pension consulting and the selection of outside advisers. Fee arrangements are flexible, including percentage-of-AUM, hourly and fixed-fee engagements. Investment activity is concentrated in publicly traded equities and exchange-traded products as the largest portion of client portfolios, while the firm also employs third-party alternative managers and traditional pooled products to achieve diversification and income objectives. ZHP Capital does not position itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices