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 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
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 30Natalie Kulasekere
Research AssociateCRD 7786482

Marius Morar
DirectorCRD 6909888

Jesse Lederman
AssociateCRD 7300280
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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