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.
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 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. 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.
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.
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.
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.