This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

other adviserderivedprivate_client_share=0.11 fund_share=0.89 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$90.6MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$81.0M

Private client RAUM

$9.6MderivedItem 5.D individuals plus high net worth individuals

Private client share

11%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

3

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

8

Individual clients

4

High net worth clients

2

SEC number

801-122725

CRD

316889

Filings on the tape

13

First filed

Oct 20, 2021

Latest filed

Mar 30, 2026

Organised

Limited Liability Company, FL

• Occurred

  Apr 7, 2025
  Advisor changed firm

  Rajiv Shah left Zest for Innovayte Capital (registered 2025-11-23)

  Form ADVobserved 4 days ago
• Occurred

  Dec 20, 2024
  Control person joined

  Rajiv Shah (Chief Compliance Officer) appeared on Schedule A of Zest

  Form ADVobserved 4 days ago
• Occurred

  Oct 20, 2021
  First Form ADV filing

  Zest filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:925252df-bfa4-b23f-fd0f-68b46b457a6b

First observed

Oct 20, 2021

Last observed

Mar 30, 2026 5 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.