Z
$50.3M Total AUM
$12.5M Disc. AUM
-- 3Y CAGR
2 Employees
9 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-18-2024
- Office Locations
- 2
Office Locations
157 Engle Street Suite 13 Englewoood NJ
-- Aventura FL
About Zorea Capital LP
Zorea Capital, founded and managed by Simon Bennaim, runs research-intensive, concentrated equity SMAs (typically 8-15 mostly public stocks) with a 5+ year horizon, buying durable businesses at discounts to intrinsic value. Accounts are held directly in each client's name for full transparency, and the firm emphasizes alignment with most of its net worth invested alongside clients.
Team overview
-- AVG AGE
$25.1M AVG AUM / ADVISOR
$5.6M AVG AUM / CLIENT
1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
S
SIMON BENNAIM
Managing Partner
- CRD
- #5693766
- Ownership
- 75% or more
Available
Available
Available
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J
JACOB JACKY HADIDA
--
- CRD
- #6486585
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,535,475 | -- |
| Non-Discretionary | $37,721,085 | -- |
| Total | $50,256,560 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Non-Investment Grade:
Available Other:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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