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 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
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 3FRANCISCO 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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