ZBS PARTNERS, LLC

other names
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Adviser Profile
As of Date 05/31/2024
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 5
Registration SEC, Approved, 06/02/2023
AUM* 727,962,353
of that, discretionary 727,962,353
Private Fund GAV* 727,962,352 187.12%
Avg Account Size 103,994,622
SMA’s No
Private Funds 7
Contact Info 949 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
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$727,962,352

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Brochure Summary

Overview

ZBS Partners, LLC, a Delaware limited liability company founded in 2020 with its principal place of business in New York, New York, is an investment management company which, directly and through its affiliates and subsidiaries provides investment management and advisory services to a series of private funds (each a “Fund” or a “Client” and collectively, including any future pooled investment vehicle for which ZBS may serve as an investment adviser, the “Funds”, “Clients” or “Client Accounts”). Nicholas “Jake” Sloane and Linfu “Frank” Zhang principally own and hold controlling interests in ZBS and are the Adviser’s Co-Founders and Managing Members. ZBS pursues equity investments primarily
in the private capital markets in the U.S., focusing on buy-and- build investment platforms in highly fragmented and resilient growth industries that exhibit simple business models, benefits of scale and precedent successes. The Adviser follows the investment strategies and guidelines, however, the Adviser retains broad flexibility to invest on behalf of its Clients as specified in each Funds’ Offering Documents (as defined in Item 5 below). The Adviser does not tailor its investment advice to match the needs of any investor in a Fund (collectively, “Investors”). As of December 31, 2023, ZBS has approximately $727,962,353 in regulatory assets under management on a discretionary basis.