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 a limited liability company and is classified in the source data as an investment bank. The firm has been registered with the SEC since 2008 and is owned by a combination of domestic entities and individuals. The profile indicates Zelman Partners does not act as a capital allocator and is not identified as a multi-state adviser, pension consultant, related adviser, or an active ESG investor. The available records do not list specific advisory or business activities; the classification and the "capital allocator: No" flag suggest the firm's primary role is likely advisory or transactional rather than running discretionary investment portfolios on behalf of clients.

Assets & Accounts

Investments & Alternatives

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

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

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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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