ANZU PARTNERS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$49.1M
Accounts
22
Employees
49
Advisory reps
4

Firm details

Headquarters
TAMPA, Florida
CRD number
288985
Registered since
August 20, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Anzu Partners, LLC is organized as an LLC and is registered with the SEC (registered in 2020). The firm is classified as a venture capital fund manager and serves institutional clients. Its reported advisory activity is portfolio management for pooled investment vehicles, and the firm also functions as sponsor, general partner, and managing member of those vehicles. Fee arrangements include a percentage-of-AUM component plus performance-based fees. The firm is not flagged as an active ESG investor and does not present itself as a multi-state adviser; it is not listed as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • DEBRAH HERMAN

    Partner and Chief Financial OfficerCRD 6821172

Contacts

3 of 3
  • WHITNEY HARING-SMITH

    Managing PartnerCRD 6821171

  • DAVID SELDIN

    Managing PartnerCRD 6821168

  • DAVID MICHAEL

    Managing PartnerCRD 6821160

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

TAMPA, FL

HILLSBOROUGH

Location

TAMPA, FL

Headquartered in TAMPA, FL, in the South of the United States.

Region
South
County
HILLSBOROUGH
Address
12610 Race Track Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth