Zorea Capital LP logo

Zorea Capital LP

Updated today

Client assets under management

$50,256,560

Clients

9

100% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

5

Very Low

Average account size

$5,584,062

About

Zorea Capital LP provides discretionary and non-discretionary portfolio management and investment advice to individual and family clients, managing roughly $50 million across a small client base. The firm implements separately managed accounts invested primarily in individual equities, bonds, and ETFs and provides ongoing supervision as well as reporting and retirement rollover guidance.

The firm describes a fundamental, research-intensive, long-term, value-oriented investment approach focused on a concentrated set of core holdings (generally 8–15) and a multi-year view of risk defined as the probability of permanent capital impairment. Zorea’s materials note that it may employ leverage and derivatives and that it will use limited short positions or options for downside protection as part of its implementation.

Zorea’s brochure highlights several features that are less common among similar supported firms: a majority of its assets are managed on a non-discretionary basis, it offers performance-based compensation to qualified clients with a documented annual performance methodology (including a hurdle and loss carryforward), and it discloses performance-related information in its client materials. The firm also details the use of borrowing and derivative instruments within its separately managed accounts and acknowledges key-person concentration given its small team.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management

Fee options

Percentage

$0+: 1.8% annually for Non-Qualified Clients $0+: 1.0% annually for Qualified Clients (plus 18% performance fee subject to 5% hurdle)

Performance-based

18% of performance exceeding 5% hurdle annually for Qualified Clients

Other

Account minimum: $250,000 Fee-only: 1.8% annually for Non-Qualified Clients; 1.0% annually plus 18% performance fee for Qualified Clients

Main office location

Zorea Capital LP

157 Engle Street, Suite 13

Englewood NJ 07631, United States

Number of offices

1

Most active in

Florida · New Jersey

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Charles S

Series 63, Series 65

Englewood, NJ

Zorea Capital LP

Charles Salvador is a financial advisor at Zorea Capital LP with Series 63 and Series 65 credentials. He has prior experience at Andover Capital Partners LLC, First Metro Investment Corporation, LVH Global, and The Commercialiser. Zorea Capital LP provides discretionary and non-discretionary portfolio management and investment advice to individual and family clients, managing approximately $50 million across a small client base. The firm employs a fundamental, research-intensive, long-term, value-oriented investment approach focused on a concentrated set of core holdings and uses leverage, derivatives, and limited short positions or options for downside protection.

Active portfolio management Concentrated stock management
user avatar

Simon B

Series 63, Series 65

Englewoood, NJ

Zorea Capital LP

Simon Bennaim is a financial advisor at Zorea Capital LP with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Kize Capital LP and Axa XL, as well as a period of full-time education. He also provides consulting services to other unaffiliated investment managers on a limited basis. Zorea Capital LP offers discretionary and non-discretionary portfolio management and investment advice primarily to individual and family clients, managing approximately $50 million. The firm employs a fundamental, research-intensive, long-term, value-oriented approach focused on a concentrated portfolio of core holdings, utilizing leverage, derivatives, and limited short positions for risk management.

Active portfolio management Concentrated stock management
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