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The Zar Fund Group, LLC (Cincinnati)


The Zar Fund Group, LLC is a large advisory firm based in Cincinnati. It manages $40.57 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Ohio.

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The Zar Fund Group provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Zar Fund Group: assets under management

The assets under management (AUM) of The Zar Fund Group, LLC is $40.57 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.52 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Zar Fund Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cincinnati

The principal office where The Zar Fund Group, LLC performs its advisory services is located at 625 Eden Park Drive, Cincinnati, OH 45202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (513) 221-3150 or by fax (513) 221-3140. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.zarfunds.com.


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