Zebra Crossing Asset Management LLC

RIASEC Registered
Total AUM
$26.1M
Discretionary
$26.1M
100% of AUM
Avg account
$353K
Accounts
74
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
173660
Custodians
ALTRUIST
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI73.18%
  • Individuals26.82%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Zebra Crossing Asset Management LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm charges a combination of percentage-of-AUM and fixed fees and operates as an adviser focused on straightforward wealth management rather than running pooled or proprietary investment funds. Investment activity centers on public mutual funds as the primary vehicle for client portfolios, with a notable supplement of third‑party alternative exposure. The firm does not position itself as a capital allocator; instead it taps external managers and funds for hedge fund, real estate, commodities and oil & gas exposure. Zebra Crossing is not an active ESG investor and is structured as a single-state, individual-owned RIA.

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

Asset composition

Asset composition: Public Funds/Mutual Funds 93%, Exchange Traded Equities 6%, Cash & Cash Equivalents 1%93%
  • Public Funds/Mutual Funds93%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Kimberly Chao

    Kimberly Chao

    Principal Executive OfficerCRD 5360804

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth