Jordan/Zalaznick Advisers, Inc. (New York)

Name: Jordan/Zalaznick Advisers, Inc.
Address: 9 West 57 Th Street, New York, NY, 10019
Telephone: 212-485-9410

Jordan/Zalaznick Advisers, Inc. is a large advisory firm based in New York. It manages $2.33 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012.

Jordan/Zalaznick Advisers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jordan/Zalaznick Advisers: assets under management

The assets under management (AUM) of Jordan/Zalaznick Advisers, Inc. is $2.33 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 191% since the beginning of its operation, and $2.29 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $2.33 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $259.03 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jordan/Zalaznick Advisers, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients David Wayne Zalaznick serves?

The only and largest group of clients of David Wayne Zalaznick is pooled investment vehicles with 9 clients and $2.33 billion of assets under management. Among the 7 most similar advisory firms, Jordan/Zalaznick Advisers has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.33 billion for 9 clients. 56% of the firm’s clients are foreign persons or businesses.

Jordan/Zalaznick Advisers also advises several private funds. Namely, nine private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $500,000.

Careers at Jordan/Zalaznick Advisers, Inc.

The company employs 43 people that are either part- or full-time employees. 77 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

David Wayne Zalaznick has been acting as President since 1 Dec 1986. Inc. Jordan/Zalaznick Advisers joined the executive team most recently as the Member Of Jz Partners Llc.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Wayne Zalaznick	Chairman	1 Dec 1986	50% - 75%	712135
John Weaver Jordan	President	1 Dec 1986	50% - 75%	262068
John Weaver Jordan	Shareholder	1 Dec 2012	50% - 75%	262068
Sang Kyu Lee	Cco, cfo	1 Mar 2014	Other	6313885
Inc. Jordan/Zalaznick Advisers	Member of jz partners llc	1 Jul 2014	75% - 100%	160932

Based in New York

The principal office where Jordan/Zalaznick Advisers, Inc. performs its advisory services is located at 9 West 57 Th Street, New York, NY 10019, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-485-9410 or by fax 212-750-5679. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at jzpartners.com.