Zekaria Partners, LLC (New York)
Zekaria Partners, LLC is a large advisory firm based in New York. It manages $48 million of regulatory assets for 357 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Louisiana, New Jersey, and New York.
Zekaria Partners provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Zekaria Partners: assets under management
The assets under management (AUM) of Zekaria Partners, LLC is $48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Zekaria Partners, LLC for their services and products based on a percentage of assets under management. 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 New York
The principal office where Zekaria Partners, LLC performs its advisory services is located at 55 Fifth Avenue, New York, NY 10003, 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 212-807-9400 or by fax 212-807-9405. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.
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