ZEGA INVESTMENTS
CRD #330428 SEC #801-130244 PALM BEACH GARDENS, FL 800.380.9342
SEC Registered
Total AUM
$548.8M
Discretionary
$548.8M
Employees
10
Clients
0
Accounts
1,698
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $548.8M | $548.8M | $0 | 10 | 3 |
| Oct 2025 | $548.8M | $548.8M | $0 | 10 | 3 |
| May 2025 | $548.8M | $548.8M | $0 | 10 | 3 |
| Apr 2025 | $548.8M | $548.8M | $0 | 10 | 3 |
| Mar 2025 | $548.8M | $548.8M | $0 | 10 | 3 |
| Mar 2025 | $548.8M | $548.8M | $0 | 10 | 3 |
| Jan 2025 | $508.1M | $508.1M | $0 | 10 | 3 |
| Nov 2024 | $508.1M | $508.1M | $0 | 10 | 3 |
| Aug 2024 | $508.1M | $508.1M | $0 | 10 | 3 |
DateOct 2025
Total AUM$548.8M
Discretionary$548.8M
Non-Disc.$0
Employees10
Clients3
DateOct 2025
Total AUM$548.8M
Discretionary$548.8M
Non-Disc.$0
Employees10
Clients3
DateMay 2025
Total AUM$548.8M
Discretionary$548.8M
Non-Disc.$0
Employees10
Clients3
DateApr 2025
Total AUM$548.8M
Discretionary$548.8M
Non-Disc.$0
Employees10
Clients3
DateMar 2025
Total AUM$548.8M
Discretionary$548.8M
Non-Disc.$0
Employees10
Clients3
DateMar 2025
Total AUM$548.8M
Discretionary$548.8M
Non-Disc.$0
Employees10
Clients3
DateJan 2025
Total AUM$508.1M
Discretionary$508.1M
Non-Disc.$0
Employees10
Clients3
DateNov 2024
Total AUM$508.1M
Discretionary$508.1M
Non-Disc.$0
Employees10
Clients3
DateAug 2024
Total AUM$508.1M
Discretionary$508.1M
Non-Disc.$0
Employees10
Clients3