DFX Intelligence

Z••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

Z••• G••••

Z••• G•••• LLC, CRD 108371

HOLMDEL, NJ

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Search this name across graphsid dfx:ria:416de121-c0d0-63f9-2b64-f3b9fb351549

Data as of Jun 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 61
Dated events: 14
On other graphs: 3
Observed: Mar 30, 2012 to Jun 4, 2026
39 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Z••• G••••

Private equity manager · shared crd

Independent Sponsorsidentity

Z••• G••••

Capital provider to sponsors · shared crd

Real Estate Fundsidentity

Z••• G••••

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.81 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $5.3B••• Locked
Discretionary RAUM: $5.2B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 46

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
N••••••• C•• 3• L••••••	Securitized Asset Fund	$417M	Jun 4, 2026	21	Jun 4, 2026	reported	n/a
Z••• I••••••••• G•••• L•••••• X•	Securitized Asset Fund	$388M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••• D•••••• A••••••••	President	Na	yes	01/2018	Mar 28, 2018	Jun 3, 2024
Z••• G•••• H•••••••• I•••	Owner	E	yes	03/2015	Mar 31, 2015	Jun 3, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
I•••• F••• G•• L••	n/a	n/a	n/a	Y	yes	n/a
Z••• G•••• ••• L••••••	n/a	n/a	n/a	Y	yes	n/a
Z••• G••••• S•••••••	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$5.3B	$5.4B	-2.8%	$6.4B	-6.4%	46	49	1	0

Relationships

Advises (53)

→ Z••• C•• 8• L••••••Private fundSecuritized Asset Fund, IA
Mar 28, 2018 to presentfactForm ADV
→ Z••• C•• 1•• L••••••Private fundSecuritized Asset Fund, IA
Mar 27, 2019 to presentfactForm ADV
→ Z••• C•• 2• L••••••Private fundSecuritized Asset Fund, IA
Mar 31, 2015 to presentfactForm ADV
→ Z••• C•• 1•• L••••••Private fund

Dated events

Occurred
Jun 4, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$156M
Occurred
Jun 4, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$10.5M
Occurred
Jun 4, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$359M
Occurred
Jun 4, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:416de121-c0d0-63f9-2b64-f3b9fb351549
First observed: Mar 30, 2012
Last observed: Jun 4, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.