Investment adviser · CRD 108020

ZEPHYR INVESTMENT MANAGEMENT

Investment adviser filing (IA)

WESTLAKE VILLAGE, CA, United States · Form ADV filed Jun 4, 2012

Regulatory AUM
$61M
Form ADV · Item 5.F
Client accounts
312
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 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.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 4, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

3625 EAST THOUSAND OAKS BLVD, #145
WESTLAKE VILLAGE, CA, 91362, United States

CRD 108020

Filing source

Form ADV 650868 · Jun 4, 2012 · 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.