RIA Intelligence

ZELMAN CAPITAL, LLC

CRD #164182 SEC #802-110133 BEACHWOOD, OH 212-231-0088
State Registered Exempt Reporting Private Funds
Total AUM
$226.9M
Discretionary
$226.9M
Employees
6
Clients
--
Accounts
4

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 6, 2017
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERNZWEIG, JASON, GARRETIPORTFOLIO MANAGERNA Control
BERNZWEIG, JASON, GARRETIPORTFOLIO MANAGERNA Control
BERNZWEIG, JASON, GARRETIPORTFOLIO MANAGERNA Control
BERNZWEIG, JASON, GARRETIPORTFOLIO MANAGERNA Control
BERNZWEIG, JASON, GARRETIPORTFOLIO MANAGERNA Control
JENKINS, MATTHEW, RAYICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
JENKINS, MATTHEW, RAYICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
JENKINS, MATTHEW, RAYICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
WANK, STEPHEN, HICFONA
WANK, STEPHEN, HICFONA
WANK, STEPHEN, HICFONA
WANK, STEPHEN, HICFONA Control
WANK, STEPHEN, HICFONA Control
ZELMAN, DAVID, SCOTTICHIEF INVESTMENT OFFICERNA Control
ZELMAN, DAVID, SCOTTICHIEF INVESTMENT OFFICERNA Control
ZELMAN, DAVID, SCOTTICHIEF INVESTMENT OFFICERNA Control
ZELMAN, DAVID, SCOTTICHIEF INVESTMENT OFFICERNA Control
ZELMAN, DAVID, SCOTTICHIEF INVESTMENT OFFICERNA Control
DECLARATION OF TRUST OF DAVID S. ZELMAN DATED JUNE 20, 2005DEMEMBERD Control
DECLARATION OF TRUST OF DAVID S. ZELMAN DATED JUNE 20, 2005DEMEMBERD Control
DECLARATION OF TRUST OF DAVID S. ZELMAN DATED JUNE 20, 2005DEMEMBERD Control
DECLARATION OF TRUST OF DAVID S. ZELMAN DATED JUNE 20, 2005DEMEMBERD Control
DECLARATION OF TRUST OF DAVID S. ZELMAN DATED JUNE 20, 2005DEMEMBERD Control
ZELMAN, DAVID, SCOTTICEO/MANAGING PARTNERD Control
ZELMAN, DAVID, SCOTTICEO/MANAGING PARTNERD Control
ZELMAN, DAVID, SCOTTICEO/MANAGING PARTNERD Control
DECLARATION OF TRUST OF IVY L. ZELMAN DATED JUNE 20, 2005DEMEMBERC Control
DECLARATION OF TRUST OF IVY L. ZELMAN DATED JUNE 20, 2005DEMEMBERC Control
DECLARATION OF TRUST OF IVY L. ZELMAN DATED JUNE 20, 2005DEMEMBERC Control
DECLARATION OF TRUST OF IVY L. ZELMAN DATED JUNE 20, 2005DEMEMBERC Control
DECLARATION OF TRUST OF IVY L. ZELMAN DATED JUNE 20, 2005DEMEMBERC Control
ZELMAN, IVY, LYNNEIPASSIVE OWNERC Control
ZELMAN, IVY, LYNNEIPASSIVE OWNERC Control
ZELMAN, IVY, LYNNEIPASSIVE OWNERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ZELMAN, DAVID, SCOTTIDECLARATION OF TRUST OF DAVID S. ZELMAN DATED JUNE 20, 2005F Control
ZELMAN, DAVID, SCOTTIDECLARATION OF TRUST OF DAVID S. ZELMAN DATED JUNE 20, 2005F Control
ZELMAN, DAVID, SCOTTIDECLARATION OF TRUST OF DAVID S. ZELMAN DATED JUNE 20, 2005F Control
ZELMAN, DAVID, SCOTTIDECLARATION OF TRUST OF DAVID S. ZELMAN DATED JUNE 20, 2005F Control
ZELMAN, DAVID, SCOTTIDECLARATION OF TRUST OF DAVID S. ZELMAN DATED JUNE 20, 2005F Control
ZELMAN, IVY, LYNNEIDECLARATION OF TRUST OF IVY L. ZELMAN DATED JUNE 20, 2005F Control
ZELMAN, IVY, LYNNEIDECLARATION OF TRUST OF IVY L. ZELMAN DATED JUNE 20, 2005F Control
ZELMAN, IVY, LYNNEIDECLARATION OF TRUST OF IVY L. ZELMAN DATED JUNE 20, 2005F Control
ZELMAN, IVY, LYNNEIDECLARATION OF TRUST OF IVY L. ZELMAN DATED JUNE 20, 2005F Control
ZELMAN, IVY, LYNNEIDECLARATION OF TRUST OF IVY L. ZELMAN DATED JUNE 20, 2005F Control

Registrations

Federal

ERA
Dec 6, 2017 REGISTERED

Notice Filings (1)

OH

Address

3333 RICHMOND RD
SUITE 340
BEACHWOOD, OH 44122
United States
Phone: 212-231-0088