ZOREA CAPITAL LP

Overview

Zorea Capital LP is a small, privately held limited partnership that provides portfolio management primarily for individual and family clients and small businesses. The firm favors equity-centered strategies, operating with a mix of discretionary and non-discretionary mandates and using separately managed account structures for client portfolios. Fee arrangements combine a percentage of assets under management with performance-based fees, which aligns compensation with relative or absolute performance on select mandates. Investment activity emphasizes exchange-traded equities as the core exposure, supplemented by allocations to hedge funds and real estate through external managers and direct positions in corporate debt. The adviser is not positioned as an ESG investor, does not act as a pension consultant, and does not identify as a multi-state adviser. Its client base is small and concentrated, which allows for bespoke positioning and closer client engagement.

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Location & Offices