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- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-20-2021
- Office Locations
- 1
Office Locations
About Zone Investment Management, LLC
Zone Capital Partners, LLC is a boutique corporate advisory firm providing in-house management and consulting support to small- and mid-cap companies, with a core focus on M&A advisory and guidance for public-market listings. It works across technology, sports tech/media, healthcare/medical technology, AI, and consumer products, and leverages global institutional relationships—including non-deal road shows and access to private equity—to help clients pursue institutional funding and market visibility.
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Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL PHILLIP ZOTTO
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #3037747
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,256,373 | -- |
| Non-Discretionary | $4,655,691 | -- |
| Total | $21,912,064 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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