ZEST

Overview

Zest is a small, independent registered investment adviser organized as a limited liability company and SEC-registered in 2021. The firm provides fee-based financial planning and portfolio management for individuals, families, small businesses and institutions. It operates primarily on a discretionary basis and charges both a percentage-of-AUM fee and performance-based fees, which suggests it runs strategies where outperformance can be measured and monetized. On the operational side, Zest functions beyond a pure advisory shop: it acts as sponsor, general partner and managing member of pooled investment vehicles, indicating the firm structures or manages private pooled vehicles for clients or related parties. The adviser is not positioned as a third-party capital allocator to a broad manager lineup, and it does not market itself as an ESG investor or a multi-state adviser. Investment activity concentrates on traditional public funds as the core exposure while complementing portfolios with private placements and commodity exposures. The mix and the presence of performance fees suggest Zest targets sophisticated or high-net-worth clients with tolerance for some illiquidity and manager-led structures.

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