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JZ PARTNERS

JORDAN/ZALAZNICK ADVISERS, INC.

CRD 160932 · SEC 801-73940

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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70 E. 55TH STREET, 15TH FLOOR, NEW YORK, NY, 10022, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$517.5M

Discretionary AUM

$517.5M

Team

25 total employees; 17 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-26

Disciplinary history

Yes

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles8$517.5M

All web addresses on file

Official SEC filing: View on IAPD