Zuma Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,811,461
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
10
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$781,146
About
The firm provides portfolio management and investment-advisory services primarily to individual investors and additionally advises and sponsors private pooled investment vehicles, including a partnership structure, and works with charitable organizations. It manages both separately managed accounts and pooled vehicles and generally charges advisory fees on an asset-based basis.
The adviser’s investment personnel hold CFA and FRM designations and draw on experience in hedge funds, private investment offices, and research roles to inform portfolio construction and risk management. The firm discloses the use of derivatives in separately managed accounts and employs performance-based compensation for its partnership vehicle, features that can affect risk profiles and incentive alignment.
Distinctive for a small independent adviser, the firm acts as a fund sponsor and private fund adviser while administering pooled vehicles and allocating carried interest without a high-water mark for performance fees, an arrangement that is uncommon among peers. The firm also discloses board and executive roles in operating companies as potential sources of conflicts of interest that prospective investors should consider.
Client services
Portfolio management
Expertise
Private / alternative investments
Real estate investing
Fee options
20% of net profits allocated to each investor's capital account annually or upon withdrawal/redemption, without a high-water mark
Main office location
Zuma Capital Management, LLC
5070 Peachtree Blvd, Suite E150
Chamblee GA 30341, United States
Number of offices
1
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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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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