ZEFF HOLDING COMPANY, LLC

Adviser information for ZEFF HOLDING COMPANY, LLC last updated from Form ADV on January 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-123119
SEC ERA File Number 802-123119
SEC CIK Numbers None
SEC CRD Numbers 318264
Legal Entity Identifier None

Principal Office

400 S. MCCADDEN PL
LOS ANGELES
CA
United States
Monday - Friday, 9 AM TO 5 PM
Tel: 415-847-6808, Fax: None

Chief Compliance Officer

DANIEL A. ZEFF
MANAGING MEMBER
400 S MCCADDEN PL
LOS ANGELES
CA
United States
Tel: 415-847-6808
(Full email address available in API data)

Industry Affiliates

ZEFF CAPITAL, LP Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
ZEFF CAPITAL, LP Hedge Fund $30.0M $0.3M 20

Control Persons

Name Type Entity Title Since Ownership
ZEFF, DANIEL, ALDEN Individual MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 07/2000 > 75%

No. Employees, Historic

000202120222023202420250 on 12/23/20210 on 12/23/20210 on 2/4/20220 on 2/6/20230 on 1/30/2024