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Adviser Profile

Registration status Terminated
As of Date 05/31/2024
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 4
AUM* 295,833,290 18.10%
of that, discretionary 295,833,290 18.10%
Private Fund GAV* 0 -100.00%
Avg Account Size 98,611,097 18.10%
SMA’s No
Private Funds 0 1
Contact Info 203 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
350M 300M 250M 200M 150M 100M 50M
2021 2022 2023

Private Funds



Employees

Brochure Summary

Overview

Zenyatta Capital Management offers customized investment advisory services to high-net-worth individuals and associated trusts, estates, and other legal entities, institutions, endowments and foundations, corporate and public pension funds, and sovereign wealth funds. Zenyatta Capital Management primarily provides customized investment advisory services to pooled investment funds (each, a “Fund” or a “Client”, and collectively, the “Funds” or the “Clients”). The Funds advised by the Investment Manager include: 1) Zenyatta Master Fund, Ltd; 2) Zenyatta Partners Fund, LLC; and 3) Zenyatta Offshore Fund, Ltd. Zenyatta Partner Fund, LLC and Zenyatta Offshore Fund, Ltd are organized in a master-feeder structure whereby they invest substantially all assets into the Zenyatta Master Fund, Ltd. Zenyatta Capital Management employs a thematic, opportunistic investing strategy seeking to capitalize on persistent change in markets globally. Zenyatta Capital Management seeks to combine: (1) a top-down thematic orientation with (2) fundamental bottom-up research and analysis to identify high conviction investments
in significant trends and produce superior returns over medium term market cycles. Generally, Zenyatta Capital Management invests Client assets in domestic and international equities, options, futures, swaps, bonds, credit, foreign exchange, treasuries, private placements, credit, exchange traded funds, and exchange traded notes. Our investment decisions and advice with respect to the Funds will be subject to each Funds’ investment objectives and guidelines, set forth in their respective fund offering documents. We do not tailor our advisory services to the individual needs of Fund investors. Zenyatta Capital Management was founded in 2021 and is owned by Lawrence Foley and Andrew Schwartz. As of February 28, 2023, Zenyatta Capital Management managed $250,497,673 regulatory assets under management on a discretionary basis on behalf of 3 Clients. All assets managed by Zenyatta Capital Management are beneficially owned by individuals affiliated with Zenyatta Capital Management. Zenyatta Capital Management does not currently manage assets beneficially owned by outside investors.