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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 6, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAKER, JILLIAN, DAURY | I | CHIEF OPERATING OFFICER | NA | Control |
| Baker, Jillian | I | CHIEF OPERATING OFFICER | NA | Control |
| Baker, Jillian | I | CHIEF OPERATING OFFICER | NA | Control |
| Baker, Jillian | I | CHIEF OPERATING OFFICER | NA | Control |
| Baker, Jillian | I | CHIEF OPERATING OFFICER | NA | Control |
| GRANGER, JIM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDEVITT, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCGRATH, MICHAEL, SEAN | I | CHIEF OPERATING OFFICER | NA | Control |
| MCGRATH, MICHAEL, SEAN | I | CHIEF OPERATING OFFICER | NA | Control |
| MCGRATH, MICHAEL, SEAN | I | CHIEF OPERATING OFFICER | NA | Control |
| MOORE, DEREK, BRIAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MOORE, DEREK, BRIAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MOORE, DEREK, BRIAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MOORE, DEREK, BRIAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MOORE, DEREK, BRIAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| PESTRICHELLI, JOHN, ALEXANDER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PESTRICHELLI, JOHN, ALEXANDER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PESTRICHELLI, JOHN, ALEXANDER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PESTRICHELLI, JOHN, ALEXANDER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PESTRICHELLI, JOHN, ALEXANDER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PESTRICHELLI, JOHN, ALEXANDER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PESTRICHELLI, JOHN, ALEXANDER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PESTRICHELLI, JOHN, ALEXANDER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PESTRICHELLI, JOHN, ALEXANDER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BAKER, JILLIAN, DAURY | I | CHIEF OPERATING OFFICER | C | Control |
| BAKER, JILLIAN, DAURY | I | CHIEF OPERATING OFFICER | C | Control |
| MOORE, DEREK, BRIAN | I | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER | C | Control |
| MOORE, DEREK, BRIAN | I | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER | C | Control |
| BROKAW, MICHAEL, MARK | I | MANAGING DIRECTOR OF TRADING | B | Control |
| BROKAW, MICHAEL, MARK | I | MANAGING DIRECTOR OF TRADING | B | Control |
| BROKAW, MICHAEL, MARK | I | MANAGING DIRECTOR OF TRADING | B | Control |
| PESTRICHELLI, JOHN, ALEXANDER | I | EXECUTIVE CHAIRMAN | B | Control |
| PESTRICHELLI, JOHN, ALEXANDER | I | EXECUTIVE CHAIRMAN | B | Control |
Registrations
Federal
IA
Oct 6, 2025 REGISTERED
Notice Filings (36)
AL AR AZ CA CO CT FL GA IA ID IL IN KS KY LA MA MD MI MN MO NC NE NH NJ NM NV NY OH OK SC TN TX UT VA WA WI
Address
3801 PGA BOULEVARDSUITE 600
PALM BEACH GARDENS, FL 33410
United States
Phone: 800.380.9342