PPrivate Fund Data Log in Join · $37/mo

Sanchez & Zures, LLC

● SEC registered since 2018CRD 139898SEC# 801-112872McLean, VA
Export (members)
Reg. AUM
$202.9M
Employees
2
Accounts
503
Location
McLean, VA

Sanchez & Zures, LLC assets under management

Sanchez & Zures, LLC operates as an SEC-registered investment adviser based in McLean, VA. The firm has been registered since 2018. It reports $202.9 million in regulatory assets under management and employs 2 people.
www.szadvisors.comView on SEC.gov ↗

Sanchez & Zures, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey John Zures ControlPrincipal50-75%2006
Policarpio Garcia Sanchez ControlPrincipal, Chief Compliance Officer50-75%2006

Frequently asked questions

How much does Sanchez & Zures, LLC manage?

Sanchez & Zures, LLC reports $202.9 million in regulatory assets under management on its Form ADV.

How many employees does Sanchez & Zures, LLC have?

Sanchez & Zures, LLC reports 2 employees.

Where is Sanchez & Zures, LLC located?

Sanchez & Zures, LLC is based in McLean, VA and has been SEC-registered since 2018.

Does Sanchez & Zures, LLC disclose fund performance?

Sanchez & Zures, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1750 Tysons Boulevard, Suite 1500, McLean, VA 22102
Phone703-349-0330
Fax703-991-6583
Office hours8:30a.m. To 5:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$202.9M
Non-discretionary$0
Total (RAUM)$202.9M