Zelman Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
31
Avg account
$0

Firm details

Headquarters
Bay Village, Ohio
CRD number
145187
Registered since
March 10, 2008

Firm profile

FINTRX

Overview

Zelman Partners, LLC is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and the dataset indicates it does not position itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to another registered advisory firm. FINTRX notes that Zelman Partners did not provide detail about its business activities, advisory services, or affiliations, so there is limited public-facing information in those categories. The combination of the investment bank classification and the lack of reported advisory details in the source suggests the firm’s primary activities may focus on investment banking services rather than traditional asset management or retail wealth-advisory relationships.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Stephen Erwin

    Stephen Erwin

    Chief Legal and Compliance OfficerCRD 5028461

Contacts

3 of 30
  • James Kildunne

    James Kildunne

    Senior Compliance AnalystCRD 6300086

  • Theodore Tabasso

    Theodore Tabasso

    Director of SalesCRD 1875019

  • Ivy Zelman

    Ivy Zelman

    Executive Vice PresidentCRD 2288665

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bay Village, OH

Cuyahoga

Location

Bay Village, OH

Headquartered in Bay Village, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
27101 E Oviatt Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth