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ZEST
ZEST CAPITAL LLC
CRD 316889 · SEC 801-122725
1395 BRICKELL AVENUE, SUITE 800, MIAMI, FL, 33131, United States
Phone
3053946486
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$90.6M
Discretionary AUM
$81.0M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $2.8M |
| High net worth individuals | 2 | $6.8M |
| Pooled investment vehicles | 2 | $81.0M |
States served
FL
Official SEC filing: View on IAPD