Zorea Capital LP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zorea Capital LP provides discretionary and non-discretionary portfolio management and investment advice to individual and family clients, managing roughly $50 million across a small client base. The firm implements separately managed accounts invested primarily in individual equities, bonds, and ETFs and provides ongoing supervision as well as reporting and retirement rollover guidance.
The firm describes a fundamental, research-intensive, long-term, value-oriented investment approach focused on a concentrated set of core holdings (generally 8–15) and a multi-year view of risk defined as the probability of permanent capital impairment. Zorea’s materials note that it may employ leverage and derivatives and that it will use limited short positions or options for downside protection as part of its implementation.
Zorea’s brochure highlights several features that are less common among similar supported firms: a majority of its assets are managed on a non-discretionary basis, it offers performance-based compensation to qualified clients with a documented annual performance methodology (including a hurdle and loss carryforward), and it discloses performance-related information in its client materials. The firm also details the use of borrowing and derivative instruments within its separately managed accounts and acknowledges key-person concentration given its small team.
Client services
Expertise
Fee options
$0+: 1.8% annually for Non-Qualified Clients $0+: 1.0% annually for Qualified Clients (plus 18% performance fee subject to 5% hurdle)
18% of performance exceeding 5% hurdle annually for Qualified Clients
Account minimum: $250,000 Fee-only: 1.8% annually for Non-Qualified Clients; 1.0% annually plus 18% performance fee for Qualified Clients
Main office
See office157 Engle Street, Suite 13
Englewoood NJ 07631
Advisors at this office
1
Offices (2)
Most active in
Florida · New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
Forms ADV
Advisors at this firm
Jacob H
Series 65
Aventura, FL
Zorea Capital LP
Jacob Hadida is a financial advisor at Zorea Capital LP with the Series 65 designation. He has experience working at Zorea Capital LP since 2024 and a background that includes roles in banking, education, and entrepreneurship, including operating Lluvia Records LLC from 2017 to 2022. Zorea Capital LP manages approximately $50 million for individual and family clients through discretionary and non-discretionary portfolio management focused on a fundamental, research-driven, long-term value investment approach. The firm emphasizes a concentrated portfolio of core holdings and incorporates derivatives and leverage for risk management and downside protection.
Simon B
Series 63, Series 65
Englewoood, NJ
Zorea Capital LP
Simon Bennaim is a financial advisor at Zorea Capital LP with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kize Capital LP and Axa XL. Bennaim also provides consulting services to other unaffiliated investment managers. Zorea Capital LP manages approximately $50 million for individual and family clients, offering discretionary and non-discretionary portfolio management focused on a concentrated, research-driven, long-term, value-oriented investment strategy. The firm utilizes individual equities, bonds, and ETFs, with risk management strategies that may include leverage, derivatives, and limited short positions or options for downside protection.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)