Zafiro

Overview

Zafiro is an independent, privately owned registered investment adviser organized as a limited liability company. The firm focuses on portfolio management for individuals and small businesses and charges clients a percentage-of-assets fee model. Its client base is concentrated on individuals and families rather than institutional mandates. The firm does not identify as an active ESG investor and is not structured as a capital allocator; advisory services are delivered directly to client portfolios rather than through a fund-of-funds or sub-advisor model.

Assets & Accounts

Public Holdings

Investments & Alternatives