Zulu Dreams Capital LLC

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Client assets under management

$4,103,479

Clients

0% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$256,467

About

Zulu Dreams Capital LLC provides ongoing portfolio management and investment advisory services to individual clients, preparing an Investment Policy Statement for each account and managing assets on a discretionary basis. The firm manages about $4.1 million across a small client roster and requires clients to custody assets at Interactive Brokers.

Its investment process combines charting, cyclical, fundamental and quantitative analysis and may use model allocations to construct portfolios that include mutual funds, equities, ETFs (including precious‑metal and commodity ETFs), fixed income and non‑U.S. securities. The firm documents risk tolerance in client IPSs, conducts regular portfolio monitoring with at‑least‑quarterly reviews, and does not accept performance‑based fees or collect prepaid advisory fees.

The brochure discloses hypothetical or backtested performance in its materials, a practice that is rare among peers, and the firm reports a notable proportion of non‑U.S. clients while not serving high‑net‑worth individuals. The advisory team also discloses material outside business activities — including ownership in a landscaping business and time‑committed tennis coaching — which are described in the firm’s disclosure documents.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management

Fee options

Percentage

$0 - $999,999: 1.00% $1,000,000+: 0.75%

Main office location

Zulu Dreams Capital LLC

Union City NJ, United States

Number of offices

Most active in

Nevada · New Jersey · North Carolina

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 702-324-2941

Advisors at this firm

Zachary S

Series 63, Series 66

Union City, NJ

Zulu Dreams Capital LLC

Zachary Scadden is a financial advisor at Zulu Dreams Capital LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. and The Vanguard Group, Inc. He is also a part owner of a landscaping company, Carolina Premier Landscaping L.L.C. Zulu Dreams Capital LLC provides portfolio management and investment advisory services primarily to individual clients, using a combination of charting, cyclical, fundamental, and quantitative analysis to construct diversified portfolios. The firm manages assets on a discretionary basis and conducts regular portfolio reviews, serving a client base that includes a notable proportion of non-U.S. investors.

Active portfolio management

Yannik M

Series 66

Union City, NJ

Zulu Dreams Capital LLC

Yannik Mahlangu is a financial advisor at Zulu Dreams Capital LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc. and AXA Advisors, LLC. Outside of finance, Mahlangu coaches tennis at Mountainside Racquet Club. Zulu Dreams Capital LLC provides portfolio management and investment advisory services primarily to individual clients, employing a combination of charting, cyclical, fundamental, and quantitative analysis to construct diversified portfolios. The firm manages approximately $4.1 million across a small client base and conducts regular portfolio reviews without accepting performance-based or prepaid advisory fees.

Active portfolio management

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