A complete list of active advisors currently associated with Zorea Capital LP

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

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.

To learn more about the advisors currently working at Zorea Capital LP, 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.