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Zephyr Investment Management, Inc.

● SEC registered since 2020CRD 166303SEC# 801-118365Westlake Village, CA
Export (members)
Reg. AUM
$421.4M
Employees
8
Accounts
666
Location
Westlake Village, CA

Zephyr Investment Management, Inc. assets under management

Zephyr Investment Management, Inc. is a registered investment adviser overseen by the SEC based in Westlake Village, CA. The firm has been registered since 2020. It reports $421.4 million in regulatory assets under management and employs 8 people.
www.zephyrim.comView on SEC.gov ↗

Zephyr Investment Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Cheryl Ann Munoz ControlPresident, CcoOver 75%2013

Frequently asked questions

How much does Zephyr Investment Management, Inc. manage?

Zephyr Investment Management, Inc. reports $421.4 million in regulatory assets under management on its Form ADV.

How many employees does Zephyr Investment Management, Inc. have?

Zephyr Investment Management, Inc. reports 8 employees.

Where is Zephyr Investment Management, Inc. located?

Zephyr Investment Management, Inc. is based in Westlake Village, CA and has been SEC-registered since 2020.

Does Zephyr Investment Management, Inc. disclose fund performance?

Zephyr Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3625 E. Thousand Oaks Blvd., Suite 145, Westlake Village, CA 91362
Phone(805) 496-6810
Fax(805)-496-0630
Office hours8:00 a.m. - 4:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$131.3M
Non-discretionary$290.1M
Total (RAUM)$421.4M