ZEN Trading LLC

Overview

ZEN Trading LLC is a small, fee-based advisory firm that provides discretionary portfolio management for individual and family clients and small businesses. The firm charges a percentage of assets under management and may levy performance-based fees, which typically indicates active management and a focus on generating returns above benchmarks. ZEN Trading is not positioned as an ESG investor and does not advertise multi-state or pension consulting services; its registered activity centers on direct portfolio management rather than broader institutional advisory roles. Investment activity appears concentrated and conservative in asset mix: the firm holds the vast majority of assets in cash and cash equivalents, while maintaining access to external alternative managers for hedge funds, real estate, and private credit. Custody is handled through Interactive Brokers LLC, suggesting a platform-friendly setup for trading and third-party fund access.

Assets & Accounts

Investments & Alternatives

Location & Offices