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- Custodian
- Interactive Brokers · UBS · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-18-2021
- Office Locations
- 1
Office Locations
About Zulu Dreams Capital LLC
ZDCapital (Zulu Dreams Capital) is a New Jersey–based RIA providing financial planning and investment management for employees with employer equity awards (RSUs, stock options, SARs). The team brings 15+ years of combined equity-awards experience, helping clients integrate equity comp into broader portfolios built largely with ETFs and fixed income. Works with clients across multiple states and uses platforms like Carta; custody includes Interactive Brokers.
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Owner & Executives
Yannik David Mahlangu
Chief Compliance Officer, Managing Member
- CRD
- #6825767
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Zachary Jordan Scadden
Financial Advisor
- CRD
- #6669169
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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