ZBS PARTNERS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$177M
Accounts
8
Employees
4
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
326727
Registered since
June 2, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ZBS Partners, LLC is a private-equity focused adviser that manages pooled investment vehicles for institutional clients. The firm operates as a sponsor and general partner, providing portfolio management and fund-level governance rather than acting as a broad external capital allocator. Its fee model combines a percentage-of-assets component with performance-based fees, consistent with traditional private equity economics. Regulatory and firm attributes indicate it is not an active ESG investor, it is not set up as a multi-state adviser, and it does not position itself as a pension consultant. Advisory activity centers on managing private funds and serving as the managing member or GP of those pooled vehicles. The client base is institutional, and the firm’s structure and fee alignment point to a focus on delivering both capital deployment and carry-style upside to investors through the funds it organizes.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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
  • Josh Funk

    Chief Compliance Officer And Chief Financial OfficerCRD 7733959

Contacts

2 of 2
  • NICHOLAS SLOANE

    Co-Founder and Managing MemberCRD 5805121

  • LINFU ZHANG

    Co-Founder and Managing MemberCRD 6079493

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
655 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth