Zorea Capital LP

RIAState Registered
Total AUM
$50.3M
Discretionary
$12.5M
25% of AUM
Avg account
$3.4M
Accounts
15
Employees
2
Advisory reps
2

Firm details

Headquarters
Englewood, New Jersey
CRD number
331448
Custodians
J.P. MORGAN SECURITIES INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI99.71%
  • Individuals0.29%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Zorea Capital LP is structured as a limited partnership operating as an independent registered investment adviser focused on portfolio management for individuals and small businesses. The firm is state-registered in Florida and New Jersey and is owned by an individual. Its client base is concentrated on individual and family relationships. Fee arrangements combine a percentage-of-assets model with the ability to charge performance-based fees. Zorea identifies equities as its primary preference and does not list ESG investing as part of its stated approach.

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: Exchange Traded Equities 45%, Public Funds/Mutual Funds 28%, Non-Investment Grade Corp Bonds 8%, Other 7%, US Government Bonds 6%, Cash & Cash Equivalents 6%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds28%
  • Non-Investment Grade Corp Bonds8%
  • Other7%
  • US Government Bonds6%

Owners & executives

FINTRX

Contacts

FINTRX

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

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Location

Primary office

Englewood, NJ

Bergen

Location

Englewood, NJ

Headquartered in Englewood, NJ, 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
Bergen
Address
157 Engle St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth