Z
Zapa Investing LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Portfolio management
Expertise
Passive / index investing
Fee options
1.00% per year of assets under management
Main office location
Zapa Investing LLC
San Mateo CA, United States
Number of offices
1
Most active in
Zapa Investing LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
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.
-
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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