Zulu Dreams Capital LLC
RIAState Registered
Total AUM
$7.5M
Discretionary
$7.5M
100% of AUM
Avg account
$192K
Accounts
39
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 313960
- Website
- zdcapital.net
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Zulu Dreams Capital LLC is an independent, owner-operated advisory firm organized as an LLC that focuses on individual and family clients. Its core services are financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and emphasizes equity-oriented portfolios rather than ESG strategies. It is state-registered in North Carolina, New Jersey, and Nevada.
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
- Exchange Traded Equities57%
- US Government Bonds12%
- Investment Grade Corp Bonds12%
- Public Funds/Mutual Funds10%
- Non-Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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