Zebra Crossing Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,100,000
Clients
27
44% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$966,667
About
Zebra Crossing Asset Management serves individual and high‑net‑worth clients with discretionary investment management, financial planning, and consulting. The firm manages roughly $26.1 million across a small number of accounts and also offers standalone financial education services to non‑advisory participants.
The firm’s investment process combines fundamental, technical and liquidity analysis to build portfolios aligned with documented investment policy statements and client objectives, and it typically manages accounts on a discretionary basis with monthly reviews and more frequent monitoring as needed. Risk considerations such as interest‑rate, market, liquidity, currency and business risks are explicitly incorporated into portfolio construction and planning analyses.
Unusually for a solo independent adviser, the firm offers formal financial education and workshop‑style programming in addition to advisory services, providing general education engagements on a negotiated, non‑transactional basis. The firm’s sole principal brings prior institutional trading and portfolio experience and holds CFA and ERP designations, operates on a fee‑only basis without custody of client assets, and delivers written financial plans within specified timelines, features that differentiate it from many peer solo practices.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
General estate planning guidance
General tax planning
Fee options
Fixed fees for financial planning and financial education services, negotiable between $100 and $5,000
1% annually, billed monthly in advance, negotiable
Fee-only: Negotiable fixed fees for financial planning ($100 to $5,000) and financial education (up to $5,000)
Main office location
Zebra Crossing Asset Management LLC
New York NY, United States
Number of offices
1
Most active in
Zebra Crossing Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
California · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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