Zeke Capital Advisors, LLC

Overview

ZEKE CAPITAL ADVISORS, LLC is organized as a Delaware limited liability company and lists SEC file number 801-69179.¹ Its principal office is in Berwyn, Pennsylvania, United States, and it reported no additional advisory offices.¹

History

The firm is organized as a Delaware limited liability company.¹

Services

The firm reported portfolio management for individuals and/or small businesses, pooled investment vehicles, and businesses or institutional clients.¹ It also reported selecting other advisers, including private-fund managers.¹

The firm reported compensation based on a percentage of assets under management and performance-based fees.¹

What the firm offers

• Investment management

Client focus

As of 2023-03-15, the firm reported 97 high-net-worth individual clients with $4,412,238,327 in regulatory assets and 14 pooled investment-vehicle clients with $1,146,874,235 in regulatory assets.¹ It reported that all clients were U.S. persons.¹

Investment philosophy and approach

The filing reports both discretionary and nondiscretionary advisory relationships.¹ As of 2023-03-15, it reported $3,914,354,136 in discretionary regulatory assets under management across 111 accounts and $1,644,758,426 in nondiscretionary regulatory assets across six accounts.¹

Assets and minimums

As of 2023-03-15, ZEKE CAPITAL ADVISORS, LLC reported $5,559,112,562 in regulatory assets under management across 117 accounts.¹

FAQs

Related resources

• LocationMultifamily offices in Pennsylvania

  The Multifamily offices in PA page helps a Berwyn reader compare investment management firms serving Pennsylvania families, business owners, and institutional clients. It provides regional context for assessing whether a firm's location and client focus fit your family's or company's needs.

• GuideMultifamily office services

  The Multifamily office services page explains how investment management may fit within broader family office support. A reader can use it to distinguish portfolio oversight from tax, estate, reporting, or administrative services when considering ZEKE CAPITAL ADVISORS, LLC for personal or business assets.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com offers directories of family offices and investors that can help a business owner or family identify other firms and potential professional contacts. Comparing listed organizations by location, client type, and investment focus can add context when reviewing an adviser serving individuals, pooled vehicles, or institutions.

• GuideQuestions to ask a multifamily office

  The Questions to ask a multifamily office page gives a practical starting point for meetings with an investment manager. Its prompts can help a family or business owner ask about services, fees, portfolio oversight, client eligibility, reporting, and how the relationship would work in Pennsylvania.

• Similar firmsApex Financial Advisors, Inc.
  The Aranda Group Advisors, LLC
  Avantra Family Wealth

  Profiles for Apex Financial Advisors, Inc., The Aranda Group Advisors, LLC, and Avantra Family Wealth offer comparison points on this site. Reviewing their stated services, locations, and client types can help a Berwyn reader prepare questions and decide which investment management arrangements merit further discussion.

Sources

1. Form ADV, CRD 146607 , accessed/as of 2023-03-15.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.