ZENITH AM

Overview

Zenith Am is a small, SEC-registered advisory corporation that acts as a capital allocator for high-net-worth individuals, families and a limited number of institutional clients. Registered in 2015 and owned by an individual, the firm focuses on discretionary portfolio management across separate accounts and pooled vehicles and also provides manager-selection services. Its business model mixes traditional advisory fees with commissions and performance-based fees, which signals a willingness to run incentive-aligned strategies and to place client capital into third-party funds where performance fees apply. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. Its regulatory filings show it manages both individual and pooled vehicles and supports business or institutional mandates, pointing to flexibility in mandate size and structure. The adviser’s combination of portfolio management for pooled investment vehicles plus selection of other advisers indicates a hybrid approach: direct management of customized portfolios alongside the allocation of client capital to external managers.

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Location & Offices