ZOR CAPITAL, LLC

RIASEC Registered
Total AUM
$29.5M
Discretionary
$29.5M
100% of AUM
Avg account
$739K
Accounts
40
Employees
2
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
156830
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI81.89%
  • Individuals18.11%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

ZOR Capital, LLC is a small, privately held advisory firm focused on portfolio management for individuals and small businesses. The firm is owned by an individual and serves a private-client base rather than institutions. Its fee arrangements combine a percentage-of-assets-under-management charge with performance-based fees, which aligns with the firm's use of third-party alternative managers. ZOR Capital does not self-identify as an ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 95%, Exchange Traded Equities 5%95%
  • Non-Exchange Traded Equities95%
  • Exchange Traded Equities5%

Contacts

3 of 3
  • FRANCISCO ZORRILLA

    Portfolio ManagerCRD 3055227

  • MICHAEL NAHASS

    Investment Adviser RepresentativeCRD 2594618

  • JOSEPH FAHMY

    Financial AdvisorCRD 4880813

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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
477 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth