$591.4M Total AUM
$591.4M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wilmington Trust
- Clients
- Retail
- Platforms
- UnisonMomentum meridian
- Established Date
- 01-26-2021
- Office Locations
- 1
Office Locations
5610 Wisconsin AVE #108 Chevy Chase MD
About HZ Investments Inc.
Hertz Investment Group is a private equity commercial real estate owner-operator with an institutional-quality U.S. portfolio of high-visibility properties. The firm targets landmark, high-rise assets in cities poised for growth, combining market-driven insights with hands-on repositioning and leasing/marketing. It differentiates through operational innovation, efficiencies, and a strong service focus.
Team overview
-- AVG AGE
$591.4M AVG AUM / ADVISOR
$28.2M AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Horizon Vertex Legacy North value
CRM
Meridian
Custodian
Pathway wave Glacier insight Capital ember Alpha delta Delta delta Glacier Crest
Investment Themes
Zenith atlas Peak Oak horizon
Investment Vehicles
Momentum foundation
Services
Pathway Signal glacier Legacy Insight
Technology
Meridian harbor Vector ridge
Owner & Executives
H
HAROLD ZIRKIN
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2390208
- Ownership
- 75% or more
(768) 632-9106
ember.ember@wavecapital.com
in linkedin.com/in/bridge-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $591,392,745 | $4,928,273 |
| Non-Discretionary | $0 | -- |
| Total | $591,392,745 | $4,928,273 |
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Separately Managed Accounts
Total SMA Asset: $591,392,745
Equity - Exchange:
15.9% U.S. Government/Agency:
14.1% Public Funds:
6.8% Cash:
20.5% Other:
21.3% Municipal Bonds:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $818,900,853 | 15.9% |
| U.S. Government/Agency | $726,195,096 | 14.1% |
| Public Funds | $350,221,748 | 6.8% |
| Cash | $1,055,815,565 | 20.5% |
| Other | $1,097,018,124 | 21.3% |
| Municipal Bonds | $1,102,168,444 | 21.4% |
| Total | $5,150,319,830 | 100.0% |