Zelman Partners, LLC

Broker-DealerFINRA MemberEst. 2008
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 an LLC and is registered with the SEC since 2008. FINTRX classifies the firm as an investment bank rather than a traditional asset manager or family office. Ownership is listed as a combination of a domestic entity and individual owner(s). The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not recorded as a multistate adviser, pension consultant, or related adviser. The dataset does not include detail on advisory activities, fee schedules, or typical client types. The absence of reported advisory descriptors and the investment bank classification suggest the firm’s primary activity is likely investment-banking or capital markets related, rather than running discretionary wealth-management mandates.

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
  • Natalie Kulasekere

    Natalie Kulasekere

    Research AssociateCRD 7786482

  • Marius Morar

    Marius Morar

    DirectorCRD 6909888

  • Jesse Lederman

    Jesse Lederman

    AssociateCRD 7300280

Unlock 27 more contacts

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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