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ZOR Capital, LLC

ZOR Capital, LLC. CRD 156830

ZOR Capital, LLC logo

CRD: 156830

ZOR Capital, LLC

$29.5M Total AUM
$29.5M Disc. AUM
-- 3Y CAGR
2 Employees
40 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail
Platforms
Available
Established Date
03-29-2011
Office Locations
3

Office Locations

23 Corporate Plaze Dr. Suite #150 Newport Beach CA
477 Madison Ave. 6TH Floor NEW York NY
-- Belmont MA

About ZOR Capital, LLC

Zor Capital LLC is a New York-based investment manager founded in 2011, managing separate accounts for taxable and retirement investors. The firm emphasizes capital preservation alongside active portfolio management. Accounts are custodied at Interactive Brokers, giving clients real-time visibility into balances, positions, and trades, with full transparency and no lock-up period.

Team overview

-- AVG AGE
$14.8M AVG AUM / ADVISOR
$738.7K AVG AUM / CLIENT
5.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Accredited Investors

Available

Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

F

FRANCISCO ZORRILLA

Chief Compliance Officer, Chief Investment Officer, Managing Member

CRD
#3055227
Ownership
75% or more
Available
Available
Available

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Contacts

J

JOSEPH NABIL FAHMY

Investment Advisor

CRD
#4880813
Available
Available
Available
M

MICHAEL ALEXANDER NAHASS

--

CRD
#2594618
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $29,549,221 --
Non-Discretionary $0 --
Total $29,549,221 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - OTC:
Available
Equity - Exchange:
Available
Asset class Assets Assets %
Equity - OTC Available Available
Equity - Exchange Available Available
Total Available Available

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