A complete list of active advisors currently associated with Zephyr Capital LLC

Warmer can help you find a great advisor at Zephyr Capital LLC or one who fits your needs even better.

Zephyr Capital LLC provides discretionary investment advisory and portfolio management exclusively to qualified clients who meet the definition for performance-based fee arrangements, managing roughly $9 million in client assets. The firm establishes an Investment Policy Statement for each client, assigns clients to one of six risk profiles, and handles account setup, ongoing trade execution, periodic rebalancing, and quarterly performance reporting. Zephyr pursues a tactical, long-short approach that incorporates ETFs, ETNs, VIX futures and other derivatives and employs active trading techniques such as technical stops, trailing stops, a VXX short-term hedging model, and NAV premium/discount signals. Portfolios are monitored daily and rebalanced weekly as needed, with discretionary trading executed within each client’s IPS; the firm also offers complimentary scenario analysis and goal-tracking for interested qualified clients. What distinguishes Zephyr from many peers is its universal use of performance‑based fees combined with active derivative strategies (including VIX futures and ETNs) in separately managed accounts, an arrangement less common among similarly sized supported advisers. The firm also limits its practice to qualified investors eligible for performance fees and emphasizes short‑term tactical trading and derivative hedging rather than traditional financial planning for retail non‑qualified clients.

To learn more about the advisors currently working at Zephyr Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.