RIA Intel›Advisers›New Jersey›ZOREA CAPITAL LP

ZOREA CAPITAL LP

Advisory

ENGLEWOOD, NJ

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in NJ

#712

of 775 advisers by AUM

Average account

$3M

across 15 accounts

AUM per adviser

$25M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$50M

Discretionary %

24.9%

Clients

9

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$50M

Discretionary AUM$13M

Non-Discretionary AUM$38M

Discretionary %24.9%

Total Clients9

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Partnership

Fiscal Year EndDecember

Operates InFL, NJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

PASCO INVESTMENT ADVISORS INC

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$50M

-13.0% 1Y

WOOD & ANTHONY LLC

BEDMINSTER, NJ

$50M

+48.2% 1Y

HAVEN CAPITAL MANAGEMENT LLC

SUMMIT, NJ

$50M

-50.0% 1Y

WISLAR WEALTH MANAGEMENT, LLC

HOPEWELL, NJ

$50M

+12.2% 1Y

U.S. FINANCIAL SERVICES, LLC

KINNELON, NJ

$50M

PROSPERIANT WEALTH MANAGEMENT, LLC

$50M

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