ZOR Capital, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 156830
- Website
- zorcapital.com
- 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
FINTRXOverview
ZOR Capital, LLC is a small, privately owned investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. Its client base is described as individual and family clients. The firm charges both a percentage-of-assets fee and may negotiate performance-based fees for certain arrangements. ZOR Capital does not identify as an active ESG investor and is not described as a multi-state adviser in its profile.
Assets & Accounts
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
- 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
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
- 477 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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