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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.
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
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $517.5M |
All web addresses on file
Official SEC filing: View on IAPD