Zelman Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
32
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 available records as an investment bank. Ownership is shown as a mix of a domestic entity and an individual. The firm does not appear to act as a capital allocator and is not identified as an active ESG investor, pension consultant, or related adviser. It is also marked as not being a multi-state adviser and not newly formed. The firm did not provide further detail about its business activities, advisory services, or affiliations.

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

FINTRX

Contacts

FINTRX

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth