Zanbato Securities LLC
Firm details
- Headquarters
- Mountain View, California
- CRD number
- 279028
- Registered since
- February 23, 2016
- Website
- www.zanbato.com
Firm profile
FINTRXOverview
Zanbato Securities LLC is organized as a limited liability company and has been SEC-registered since 2016. Public filings identify the owner type as a combination of a domestic entity and an individual, and the firm is classified as unclassified in the snapshot data. The record indicates Zanbato Securities does not operate as a capital allocator. Available disclosures characterize the firm with a narrow regulatory profile: it is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. The snapshot also notes it is not a newly formed adviser. The firm has not supplied detailed public descriptions of its client segments, fee arrangements, or specific advisory and business activities. That limited level of disclosure constrains what can be said about its go-to-market positioning or investment process from publicly available sources.
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
Owners & executives
2 of 2Knut Nicolai Sand
CEOCRD 6115928

Akrati Johari
Founder and CEOCRD 5830166
Contacts
3 of 23Stephen Brown
Managing DirectorCRD 5801839
Jordan Sayler
Operations ProfessionalCRD 7858952

Gregory Lance Wright
PresidentCRD 1564124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mountain View, CA
Santa Clara
Location
Mountain View, CA
Headquartered in Mountain View, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 711 N Shoreline Blvd
- Time zone
- PT (UTC-8)
- Office locations
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