$14.6M Total AUM
$14.6M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-24-1999
- Office Locations
- 1
Office Locations
-- Concord OH
About Zenith Investments
Zenith Investment Group is an Aspen, Colorado-based alternative investment and asset management firm investing in real estate, public equities, and select private companies. The team applies fundamental, bottom-up analysis and a contrarian, value-oriented approach to overlooked or distressed opportunities, targeting long-term, risk-adjusted returns for institutions, family offices, sovereign wealth funds, and high-net-worth investors.
Team overview
-- AVG AGE
$14.6M AVG AUM / ADVISOR
$860.0K AVG AUM / CLIENT
26.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
B
BRADFORD DUANE LOHISER
President
- CRD
- #4542401
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,619,409 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,619,409 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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