DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
Z••• G••••
Legal name Z••• G•••• L••
Latest filing Jun 4, 2026
First filing on the tape Mar 30, 2012 · 39 filings
SEC status approved since Oct 21, 1997
RAUM
$5.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
46
19 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
26
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$5.3B as of Jun 4, 2026
Mar 30, 2012$6.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 4, 2026
Feb 22, 20130 then
Employees (5.A)46 as of Jun 4, 2026
Feb 22, 201385 then
Private funds26 as of Jun 4, 2026
Mar 30, 201227 then
RAUM -2.8% over the last fiscal year-6.4% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Jun 4, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $131MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 11%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.3B88%
- Pension and profit-sharing plans$576M12%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 1reported
- Charitable clients
- n/areported
- Accounts
- 40reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.81 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
53 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Z••• C•• 3• L•••••• | Securitized Asset Fund | $451M | 8 | Mar 31, 2015 |
| Z••• C•• 9• L•••••• | Securitized Asset Fund | $441M | 25 | Mar 27, 2019 |
| Z••• C•• 1•• L•••••• | Securitized Asset Fund | $392M | 24 | Mar 27, 2020 |
| Z••• I••••••••• G•••• L•••••• X•no longer reported | Securitized Asset Fund | $388M | 3 | Mar 30, 2012 |
| Z••• C•• 1•• L•••••• | Securitized Asset Fund | $377M | 20 | Mar 27, 2019 |
| S•••••••• M••••• F••• I• L•••no longer reported | Hedge Fund | $366M | 58 | Mar 30, 2012 |
| Z••• C•• 1•• L•••••• | Securitized Asset Fund | $359M | 18 | Mar 29, 2021 |
| Z••• C•• 7• L•••••• | Securitized Asset Fund | $359M | 16 | Mar 28, 2018 |
| Z••• C•• 1•• L•••••• | Securitized Asset Fund | $359M | 19 | Mar 31, 2022 |
| N••••••• C•• 1• L•••••• | Securitized Asset Fund | $306M | 10 | Mar 31, 2023 |
| Z••• I••••••••• G•••• V•no longer reported | Securitized Asset Fund | $297M | 0 | Mar 30, 2012 |
| Z••• C•• 1•• L•••••• | Securitized Asset Fund | $291M | 14 | Mar 29, 2021 |
| Z••• C•• 1•• L•••••• | Securitized Asset Fund | $277M | 4 | Mar 29, 2021 |
| Z••• C•• 4• L••••••no longer reported | Securitized Asset Fund | $270M | 5 | Mar 24, 2016 |
| Z••• O••••••••• M••••• F•••• L••• | Hedge Fund | $241M | 10 | Mar 30, 2012 |
| Z••• C•• 1•• L•••••• | Securitized Asset Fund | $237M | 13 | Mar 27, 2019 |
| Z••• C•• 6• L•••••• | Securitized Asset Fund | $229M | 14 | Mar 30, 2017 |
| Z••• I••••••••• G•••• L•••••• V•no longer reported | Securitized Asset Fund | $182M | 3 | Mar 30, 2012 |
| Z••• C•• 8• L•••••• | Securitized Asset Fund | $173M | 25 | Mar 28, 2018 |
| Z••• M••••• V••• L••no longer reported | Securitized Asset Fund | $152M | 20 | Mar 30, 2012 |
| Z••• M••••• V•• L••no longer reported | Securitized Asset Fund | $129M | 1 | Mar 30, 2012 |
| Z••• M••••• V••• L••no longer reported | Securitized Asset Fund | $105M | 2 | Mar 30, 2012 |
| Z••• I•••• M••••• F••• 2• L••• | Hedge Fund | $99.6M | 1 | Mar 27, 2020 |
| Z••• C•• 5• L•••••• | Securitized Asset Fund | $95.0M | 22 | Mar 24, 2016 |
| Z••• Z••••• 9• L••• | Hedge Fund | $90.0M | 12 | Mar 31, 2023 |
| Z••• Z••••• A••• L•no longer reported | Hedge Fund | $89.5M | 2 | Mar 24, 2016 |
| Z••• M••••• V••• L••no longer reported | Securitized Asset Fund | $73.8M | 7 | Mar 30, 2012 |
| Z••• Z••••• 8• L••• | Hedge Fund | $63.4M | 3 | Mar 27, 2020 |
| Z••• M••••• V••• L•no longer reported | Securitized Asset Fund | $62.3M | 2 | Mar 30, 2012 |
| Z••• Z••••• 1• M••••• F•••• L••• | Hedge Fund | $60.0M | 6 | Mar 28, 2024 |
| Z••• I••••••••• G•••• L•••••• I•no longer reported | Securitized Asset Fund | $57.4M | 1 | Mar 30, 2012 |
| Z••• M••••• V••• L•no longer reported | Securitized Asset Fund | $33.2M | 18 | Mar 30, 2012 |
| Z••• A•••• M••••• F•••• L•no longer reported | Hedge Fund | $30.5M | 17 | Feb 24, 2014 |
| P•••••• F••• L•no longer reported | Securitized Asset Fund | $26.3M | 3 | Mar 30, 2012 |
| G••••••• C•• V• L••• | Securitized Asset Fund | $25.9M | 0 | Mar 30, 2012 |
| Z••• M••••• V•• C••••• L••••••no longer reported | Securitized Asset Fund | $23.1M | 8 | Mar 30, 2012 |
| Z••• I••••••••• G•••• L•••••• I•no longer reported | Securitized Asset Fund | $20.3M | 3 | Mar 30, 2012 |
| Z••• M••••• V•• L•no longer reported | Securitized Asset Fund | $16.6M | 19 | Mar 30, 2012 |
| N••••••• C•• 2• L•••••• | Securitized Asset Fund | $16.0M | 9 | Mar 28, 2024 |
| Z••••• R••••••• I•••• L•no longer reported | Hedge Fund | $13.5M | 6 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C••••• D•••••• A•••••••• · Presidentcontrolsince 01/2018 · owns less than 5%
- Z••••• C••••••••• M••••• · Managing Member And Chief Investment Officercontrolsince 09/2011 · owns less than 5%
- Z••••• C••••••••• M••••• · Membercontrolsince 03/2015 · owns 25% to 50% of Z••• G•••• H•••••••• I•••
- L•••••••• S•••• E••• · Chief Technology Officersince 10/2019 · owns less than 5%
- M•••••• N••••• K••••••• · Chief Financial Officersince 04/2017 · owns less than 5%
- R••••• M•••• A••••• · General Counselsince 04/2017 · owns less than 5%
- R•••• K•••• · Chief Compliance Officersince 03/2022 · owns less than 5%
Entity owners
- Z••• G•••• H•••••••• I••• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- I•••• F••• G•• L••pooled vehicle sponsory
- Z••• G•••• ••• L••••••investment advisery
- Z••• G••••• S•••••••pooled vehicle sponsory
- Z••• I•••• 2• G•• L••pooled vehicle sponsory
- Z••• L•••• G• S•••pooled vehicle sponsory
- Z••• Z••••• 1• G•• L••pooled vehicle sponsory
- Z••• Z••••• 8• G•• L••pooled vehicle sponsory
- Z••• Z••••• 9• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Related bank · true to falseMay 12, 2025 to Mar 31, 2026
- Accounts · 38 to 40May 12, 2025 to Mar 31, 2026
- Advisory employees · 21 to 19May 12, 2025 to Mar 31, 2026
- Assets in custody · $278M to $0May 12, 2025 to Mar 31, 2026
- Custody of client assets · true to falseMay 12, 2025 to Mar 31, 2026
- Employees · 49 to 46May 12, 2025 to Mar 31, 2026
- Private funds · 24 to 26May 12, 2025 to Mar 31, 2026
- Discretionary RAUM · $5.4B to $5.2BMay 12, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $20.2M to $22.2MMay 12, 2025 to Mar 31, 2026
- Pension RAUM · $542M to $576MMay 12, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $4.5B to $4.3BMay 12, 2025 to Mar 31, 2026
- RAUM · $5.4B to $5.3BMay 12, 2025 to Mar 31, 2026
- Related adviser · true to falseMay 12, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to May 12, 2025
- Other offices · 0 to 1Mar 28, 2025 to May 12, 2025
- Accounts · 37 to 38Jun 3, 2024 to Mar 28, 2025
- Advisory employees · 22 to 21Jun 3, 2024 to Mar 28, 2025
- Pooled vehicle clients · 26 to 27Jun 3, 2024 to Mar 28, 2025
- Assets in custody · $241M to $278MJun 3, 2024 to Mar 28, 2025
- Employees · 47 to 49Jun 3, 2024 to Mar 28, 2025
- Private funds · 23 to 24Jun 3, 2024 to Mar 28, 2025
- Discretionary RAUM · $6.0B to $5.4BJun 3, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $25.9M to $20.2MJun 3, 2024 to Mar 28, 2025
- Pension RAUM · $456M to $542MJun 3, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $5.2B to $4.5BJun 3, 2024 to Mar 28, 2025
- RAUM · $6.0B to $5.4BJun 3, 2024 to Mar 28, 2025
- Advisory employees · 25 to 22May 26, 2023 to Mar 28, 2024
- Pooled vehicle clients · 24 to 26May 26, 2023 to Mar 28, 2024
- Assets in custody · $219M to $241MMay 26, 2023 to Mar 28, 2024
- Employees · 53 to 47May 26, 2023 to Mar 28, 2024
- Private funds · 21 to 23May 26, 2023 to Mar 28, 2024
- Discretionary RAUM · $6.4B to $6.0BMay 26, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $29.1M to $25.9MMay 26, 2023 to Mar 28, 2024
- Pension RAUM · $381M to $456MMay 26, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $5.6B to $5.2BMay 26, 2023 to Mar 28, 2024
- RAUM · $6.4B to $6.0BMay 26, 2023 to Mar 28, 2024
- Accounts · 36 to 37Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 26 to 25Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 22 to 24Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $289M to $219MMar 31, 2022 to Mar 31, 2023
Signals
2 dated events
- Z••• G•••• reported RAUM $6.0B, up 34% from $4.5B (2019-01-25 to 2019-03-27)Mar 27, 2019 · RAUM change · derived
- Z••• G•••• reported RAUM $4.5B, up 31% from $3.4B (2017-09-14 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Z••• G•••• · Independent Sponsorsshared crd · capital_provider
- Z••• G•••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/Z•••GROUPreportedpublic record, Form ADV, Sep 18, 2026
- Website
- Z•••ESG.EUreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 732-530-3610reportedpublic record, Form ADV, Jun 4, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Z••• G•••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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