ZUMA CAPITAL MANAGEMENT, LLC

Overview

Zuma Capital Management, LLC operates as a small hedge fund-style adviser serving both high-net-worth individuals/families and institutional clients. The firm runs a fee model that combines a percentage of assets under management with performance-based fees, which aligns compensation with investment performance and suggests active, return-seeking strategies rather than a pure indexing approach. Advisory activities include discretionary portfolio management for individual and small-business accounts as well as management of pooled investment vehicles — Zuma also acts as sponsor/GP/managing member on at least one pooled vehicle. Investment emphasis leans toward liquid public equities, with a clear preference for exchange-traded instruments as the primary building blocks of client portfolios. That equity tilt is supplemented by allocations to alternative strategies: the firm both manages its own hedge fund and places capital with third-party hedge funds and real estate investments. The custody and execution setup signals an active trading posture and a focus on low-cost, electronically accessible markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices