Zuma Capital Management, LLC

RIASEC Registered
Total AUM
$8.7M
Discretionary
$8.7M
100% of AUM
Avg account
$729K
Accounts
12
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Investment Grade Corp Bonds 23%, Cash & Cash Equivalents 23%, US Government Bonds 3%50%
  • Exchange Traded Equities50%
  • Investment Grade Corp Bonds23%
  • Cash & Cash Equivalents23%
  • US Government Bonds3%

Contacts

1 of 1
  • Brent Morrison

    Brent Morrison

    Managing MemberCRD 3122472

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth