ZEPHYR CAPITAL LLC

Overview

Zephyr Capital LLC is a small, privately held limited liability company that provides portfolio management primarily for individual and family clients, as well as small businesses. The firm reports a mix of fee arrangements — percentage of assets under management, fixed fees and performance‑based fees — which suggests flexibility in structuring client relationships and in working with products that carry incentive fees. Zephyr identifies as a domestic entity with individual ownership and does not position itself as an ESG-focused adviser, a pension consultant, or a multi‑state advisory firm.

Assets & Accounts

Public Holdings

Investments & Alternatives