Zuma Capital Management, LLC
Firm details
- Headquarters
- Chamblee, Georgia
- CRD number
- 285162
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI66.2%
- Individuals15.99%
- Charitable Organizations10.68%
- Pooled Investment Vehicles7.14%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Zuma Capital Management, LLC is a small, LLC-structured investment adviser that operates as a hedge-fund-style manager serving both individuals/families and institutional clients. The firm charges asset-based fees and performance fees and provides portfolio management for individual/small-business investors as well as pooled investment vehicles. Zuma also serves in sponsor/GP and managing-member roles for pooled vehicles it organizes. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.
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 Equities50%
- Investment Grade Corp Bonds23%
- Cash & Cash Equivalents23%
- US Government Bonds3%
Contacts
1 of 1
Brent Morrison
Managing MemberCRD 3122472
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chamblee, GA
Dekalb
Location
Chamblee, GA
Headquartered in Chamblee, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Dekalb
- Address
- 5070 Peachtree Blvd
- Time zone
- ET (UTC-5)
- Office locations
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