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. The firm appears on SEC records dating back to 2008 and is identified as owned by a domestic entity and an individual. Public data on the firm’s client mix, fee arrangements, and specific advisory activities is sparse. The firm is flagged in the dataset as not functioning as a capital allocator, not being an active ESG investor, not designated a multi-state adviser, not newly formed, and not a pension consultant or related adviser. Beyond those categorizations, the available information does not describe product shelf, target client segments, or portfolio construction approach.
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 29Natalie 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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