Zenith Capital Investment Advisers, LLC (Coral Gables)

Name: Zenith Capital Investment Advisers, LLC
Address: 1500 San Remo Avenue, Coral Gables, FL, 33146
Telephone: 786-338-9100

Zenith Capital Investment Advisers, LLC is an adviser based in Coral Gables. It manages $20 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Florida.

Zenith Capital Investment Advisers provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Zenith Capital Investment Advisers: assets under management

The assets under management (AUM) of Zenith Capital Investment Advisers, LLC is $20 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $666.67 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Zenith Capital Investment Advisers, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, 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.

Careers at Zenith Capital Investment Advisers, LLC

Joseph Paul Nader joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Zenith Capital Partners	Member	1 Jan 2007	75% - 100%	20-8383806
Diane De Vries Ashley	Chief compliance officer/chief executive officer	1 Apr 2007	25% - 50%	4503395
Joseph Paul Nader	Chief financial officer	1 Apr 2007	Other	4305412

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Paul Nader	Member	1 Jan 2007	25% - 50%	4305412
Diane De Vries Ashley	Member	1 Jan 2007	25% - 50%	4503395
Cesar Antonio Verdez	Member	1 Jan 2007	25% - 50%	5377328

Based in Coral Gables

The principal office where Zenith Capital Investment Advisers, LLC performs its advisory services is located at 1500 San Remo Avenue, Coral Gables, FL 33146, 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 786-338-9100 or by fax 305-668-9889. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.zencap.com.