Investment adviser · CRD 326727

ZBS PARTNERS, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Sep 16, 2026

Regulatory AUM
$1.41B
Form ADV · Item 5.F
Client accounts
8
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles8$1,412,098,121100.0%
Filing source

Form ADV 2130996 · Sep 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ZBS PARTNERS I LPPrivate Equity Fund · Last reported Sep 16, 2026$994MGross asset value

Form D fundraising filings

ZBS Partners I LP

Fund administrator IQ EQ FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP CHICAGO, Illinois, United States
Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CROWE LLP
PCAOB 173

Fund details & source
Fund ID
805-5012982026
Reported beneficial owners
122
Minimum commitment
$0
Form D file number
021-483808

Form ADV 2130996 · Sep 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ZBS MECHANICAL GROUP FUND 2, LLCPrivate Equity Fund · Last reported Sep 16, 2026$218MGross asset value
Fund administrator IQ EQ FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP CHICAGO, Illinois, United States
Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CROWE LLP
PCAOB 173

Fund details & source
Fund ID
805-9801249142
Reported beneficial owners
75
Minimum commitment
$0
Form D file number
021-403425

Form ADV 2130996 · Sep 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ZBS PARTNERS I PARALLEL LPPrivate Equity Fund · Last reported Sep 16, 2026$87.9MGross asset value

Form D fundraising filings

ZBS Partners I Parallel LP

Fund administrator IQ EQ FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP CHICAGO, Illinois, United States
Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CROWE LLP
PCAOB 173

Fund details & source
Fund ID
805-7638516250
Reported beneficial owners
14
Minimum commitment
$0
Form D file number
021-483810

Form ADV 2130996 · Sep 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ZBS MECHANICAL GROUP, LLCPrivate Equity Fund · Last reported Sep 16, 2026$79MGross asset value

Form D fundraising filings

ZBS Mechanical Group, LLC

Fund administrator IQ EQ FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP CHICAGO, Illinois, United States
Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CROWE LLP
PCAOB 173

Fund details & source
Fund ID
805-3728875065
Reported beneficial owners
56
Minimum commitment
$25K
Form D file number
021-377862

Form ADV 2130996 · Sep 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ZBS MECHANICAL GROUP CO-INVEST, LLCPrivate Equity Fund · Last reported Sep 16, 2026$12.8MGross asset value

Form D fundraising filings

ZBS Mechanical Group Co-Invest, LLC

Fund administrator IQ EQ FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP CHICAGO, Illinois, United States
Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CROWE LLP
PCAOB 173

Fund details & source
Fund ID
805-4127360429
Reported beneficial owners
2
Minimum commitment
$0
Form D file number
021-438945

Form ADV 2130996 · Sep 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ZBS MECHANICAL GROUP CO-INVEST FUND 2, LLCPrivate Equity Fund · Last reported Sep 16, 2026$12.6MGross asset value

Form D fundraising filings

ZBS Mechanical Group Co-Invest Fund 2, LLC

Fund administrator IQ EQ FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP CHICAGO, Illinois, United States
Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CROWE LLP
PCAOB 173

Fund details & source
Fund ID
805-7378304275
Reported beneficial owners
11
Minimum commitment
$0
Form D file number
021-417412

Form ADV 2130996 · Sep 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ZBS MECHANICAL GROUP CO-INVEST II FUND 2 LLCPrivate Equity Fund · Last reported Sep 16, 2026$4.2MGross asset value
Fund administrator IQ EQ FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP CHICAGO, Illinois, United States
Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CROWE LLP
PCAOB 173

Fund details & source
Fund ID
805-3795388149
Reported beneficial owners
89
Minimum commitment
$0

Form ADV 2130996 · Sep 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 16, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

655 THIRD AVENUE, FLOOR 8
NEW YORK, NY, 10017, United States

CRD 326727

Filing source

Form ADV 2130996 · Sep 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.