RIA Intel›Advisers›California›ZANBATO ADVISORS LLC

ZANBATO ADVISORS LLC

Advisory

N·MOUNTAIN VIEW, CA

Data as of Dec 23, 2024 · Source: SEC Form ADV

Total AUM
$2.1B
1-Year AUM Growth
+51.3%
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$2.1B
Discretionary AUM$2.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients58
Team
Total Employees3
Investment Advisers11
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record3
First FilingJun 24, 2024
Latest FilingDec 23, 2024
🔒 Full AUM trend chart and 3 historical filings spanning 1 year
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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