Zaff Capital LP is a mid-sized advisory firm based in Houston. It manages $25 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2013.
Zaff Capital provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Zaff Capital LP is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Zaff Capital LP for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Daniel Nmn Chavez Fregoso joined the executive team most recently as the Chief Compliance Officer.
The principal office where Zaff Capital LP performs its advisory services is located at 109 N Post Oak Lane, Houston, TX 77024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-239-2700. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.zaff.com.