ZBS Partners, LLC

RIASEC Registered
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 privately held limited liability company that operates as a private equity fund manager focused on institutional clients. The firm is registered with the SEC as of 2023 and provides portfolio management services to pooled investment vehicles while also acting in sponsor and general partner capacities for those vehicles. Its compensation mix combines asset‑based fees with performance‑linked fees. ZBS is not positioned as a capital allocator to third‑party managers and does not self-identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Josh Funk

    Josh Funk

    Chief Compliance Officer And Chief Financial OfficerCRD 7733959

Contacts

2 of 2
  • Linfu Zhang

    Linfu Zhang

    Co-Founder and Managing MemberCRD 6079493

  • Nicholas Sloane

    Co-Founder and Managing MemberCRD 5805121

Wealth teams

FINTRX

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