Z
$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
4 Employees
10 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-22-2024
- Office Locations
- 1
Office Locations
330 N Wabash AVE STE 2300 Chicago IL
About Zephyr Capital LLC
Zephyr Capital LLC is a Chicago-based RIA. The firm has been operating for 1 years. Managing $9.0M in total assets under management, with 3 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$898.3K AVG AUM / CLIENT
1.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
L
LINGKE CHENG
Manager
- CRD
- #7679902
- Ownership
- Less than 5%
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,982,764 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,982,764 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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