| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek Brian Moore Control | Chief Investment Officer | Under 5% | 2024 |
| Jillian Daury Baker Control | Chief Operating Officer | Under 5% | 2024 |
| John Alexander Pestrichelli Control | Chief Executive Officer | Over 75% | 2011 |
Zega Investments reports $548.8 million in regulatory assets under management on its Form ADV.
Zega Investments reports 10 employees.
Zega Investments is based in Palm Beach Gardens, FL and has been SEC-registered since 2024.
Zega Investments is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3801 Pga Boulevard, Suite 600, Palm Beach Gardens, FL 33410 |
| Phone | 800.380.9342 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $548.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $548.8M |