Zephyr Management manages private equity funds that invest in emerging markets, focusing on small to medium-sized companies in India and early-stage enterprises in Sub-Saharan East Africa. Zephyr also manages marketable securities funds investing in global equities and fixed income. These funds are offered to investors on a private placement basis. Zephyr Wealth offers investment advisory services to high-net-worth individuals.
Assets Under Management$220M
Clients28
AdvisorsN/A
Avg. per Client$7.7M
Avg. per AdvisorN/A
Fee Structure
Zephyr Wealth offers investment management services to high-net-worth individuals through Separately Managed Accounts (SMAs). Clients pay an ongoing fee based on the market value of the assets in their account, calculated at the end of each month. There may be account or investment minimums.
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