ZEPHYR MANAGEMENT, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 129683
- Registered since
- August 9, 2023
- Website
- www.zmlp.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles95.06%
- Other4.67%
- HNWI0.26%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Zephyr Management, L.P. is a limited partnership that operates as a hybrid manager blending private fund sponsorship with discretionary portfolio management. The firm is registered with the SEC and classifies itself across hedge fund and private equity strategies while also serving as a sponsor and managing member of pooled investment vehicles. Its client base mixes individuals and families alongside institutional investors, and the firm provides portfolio management both for individual/small business clients and for pooled vehicles it advises. Investment activity is centered on privately structured strategies — private equity and hedge funds are the dominant allocations — with public market exposure routed primarily through pooled public funds rather than numerous direct equity positions. Zephyr charges a mix of percentage-of-AUM and performance-based fees, consistent with its role as an active manager of private funds. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
2 of 2MUKUL GULATI
President and Chief Investment OfficerCRD 6448142
THOMAS BARRY
President and Chief Executive OfficerCRD 728784
Contacts
3 of 4TIMOTHY HORSBURGH
Director of ResearchCRD 5569692
NIKHIL SULTANIA
Vice President, FinanceCRD 8057703
CONSTANTINA KERIAZES
Limited PartnerCRD 4896979
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 12 E 49th St
- Time zone
- ET (UTC-5)
- Office locations
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