Zorea Capital LP
Firm details
- Headquarters
- Englewood, New Jersey
- CRD number
- 331448
- Website
- www.zoreacapital.com
- Custodians
- J.P. MORGAN SECURITIES INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI99.71%
- Individuals0.29%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Zorea Capital LP is structured as a limited partnership operating as an independent registered investment adviser focused on portfolio management for individuals and small businesses. The firm is state-registered in Florida and New Jersey and is owned by an individual. Its client base is concentrated on individual and family relationships. Fee arrangements combine a percentage-of-assets model with the ability to charge performance-based fees. Zorea identifies equities as its primary preference and does not list ESG investing as part of its stated approach.
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
- Exchange Traded Equities45%
- Public Funds/Mutual Funds28%
- Non-Investment Grade Corp Bonds8%
- Other7%
- US Government Bonds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Englewood, NJ
Bergen
Location
Englewood, NJ
Headquartered in Englewood, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 157 Engle St
- Time zone
- ET (UTC-5)
- Office locations
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