Zulu Dreams Capital LLC

Overview

Zulu Dreams Capital LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and describes its client base as individual and family investors rather than institutions or retirement plans. Its advisory scope is concentrated on traditional wealth-management services rather than pension consulting or acting as a capital allocator. Regulatory and operational details are limited in the source material: the SEC registration year is not provided and the firm is not identified as a multi-state adviser. Zulu Dreams Capital is not an active ESG investor according to the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives