Zendamentals

Overview

Zendamentals is an independent Registered Investment Adviser organized as a corporation and owned by an individual. The firm is SEC-registered (registration year 2025) and focuses on fee-based portfolio management for individuals and small businesses, along with selecting third-party advisers. Its client base is individual and family clients and it charges fees as a percentage of assets under management. Zendamentals acts as a capital allocator, directing portions of client capital to external managers rather than exclusively managing all assets in-house. The firm does not identify as an active ESG investor, is not multi-state, and does not position itself as a pension consultant or related adviser. Industry connections include relationships with an accountant, an insurance company, and a real estate broker.

Assets & Accounts

Public Holdings

Investments & Alternatives