Zanbato Securities LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
25
Avg account
$0

Firm details

Headquarters
Mountain View, California
CRD number
279028
Registered since
February 23, 2016

Firm profile

FINTRX

Overview

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

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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

2 of 2
  • Knut Nicolai Sand

    CEOCRD 6115928

  • Akrati Johari

    Akrati Johari

    Founder and CEOCRD 5830166

Contacts

3 of 23
  • Stephen Brown

    Managing DirectorCRD 5801839

  • Jordan Sayler

    Operations ProfessionalCRD 7858952

  • Gregory Lance Wright

    Gregory Lance Wright

    PresidentCRD 1564124

Unlock 20 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth