Zelman Partners, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
30
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 registered with the SEC since 2008. Public registry data classifies the firm as an investment bank rather than a traditional discretionary asset manager, and it indicates the ownership structure involves a domestic entity alongside an individual owner. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. Registry fields for advisory activities, client types, fee schedules and business lines are not populated in the available data, so its primary market-facing activities beyond the investment-bank classification are not documented in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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

Owners & executives

1 of 1
  • Stephen Erwin

    Stephen Erwin

    Chief Legal and Compliance OfficerCRD 5028461

Contacts

3 of 29
  • Natalie Kulasekere

    Natalie Kulasekere

    Research AssociateCRD 7786482

  • Marius Morar

    Marius Morar

    DirectorCRD 6909888

  • Jesse Lederman

    Jesse Lederman

    AssociateCRD 7300280

Unlock 26 more contacts

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

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