Zapa Investing LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zapa Investing LLC is a California-registered investment adviser that offers non-discretionary portfolio management to individuals, families, and small businesses. Its advice is generally limited to exchange-traded funds, mutual funds, individual equities and bonds, and cash equivalents, with ongoing monitoring and periodic asset-allocation reviews.
The firm employs fundamental and macroeconomic analysis along with asset-allocation modeling to build diversified, long-term portfolios tailored to each client’s risk tolerance, time horizon, and objectives. Because Zapa Investing does not accept discretionary authority, it provides continuous supervisory services but requires client approval before trades are executed.
The brochure is an initial filing and reports $0 in assets under management, reflecting a newly established advisory practice rather than an experienced institutional or pooled-vehicle manager. The filing also discloses that certain supervised persons engage in outside business activities, including real estate sales and non-investment small-business operations (described in the Part 2B), which the firm says it will disclose and manage; the brochure further states that the firm and its supervised persons do not accept commissions for the sale of securities in connection with its advisory services.
Client services
Expertise
Fee options
1.00% per year of assets under management
Main office
10 Mounds Rd
San Mateo CA 94402
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Forms ADV
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