Zelman Partners, LLC
Firm details
- Headquarters
- Bay Village, Ohio
- CRD number
- 145187
- Registered since
- March 10, 2008
- Website
- www.zelmanassociates.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Stephen Erwin
Chief Legal and Compliance OfficerCRD 5028461
Contacts
3 of 30
James Kildunne
Senior Compliance AnalystCRD 6300086

Theodore Tabasso
Director of SalesCRD 1875019

Ivy Zelman
Executive Vice PresidentCRD 2288665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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