Zmc Advisors, L.L.C. (New York)
Zmc Advisors, L.L.C. is a large advisory firm based in New York. It manages $831 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2017.
Zmc Advisors, L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Zmc Advisors, L.L.C: assets under management
The assets under management (AUM) of Zmc Advisors, L.L.C. is $831 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Zmc Advisors, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Zmc Advisors, L.L.C serves?
The only and largest group of clients of Zmc Advisors, L.L.C is pooled investment vehicles with 12 clients and $831 million of assets under management. Among the 6 most similar advisory firms, Zmc Advisors, L.L.C has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $831 million for 12 clients. None of the firm’s clients are foreign persons or businesses.
Zmc Advisors, L.L.C also advises several private funds. Namely, six private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $15,000,000.
Careers at Zmc Advisors, L.L.C.
The company employs 15 people that are either part- or full-time employees. 87 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Based in New York
The principal office where Zmc Advisors, L.L.C. performs its advisory services is located at 110 East 59 Street, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-944-2056 or by fax 212-944-2059. The normal business hours are 8 am - 6 pm on Monday - Friday. You can find more information about the New York firm at zelnickmedia.com.
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