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THE ZILLENNIAL ADVISORS
Zillennial Advisors is an SEC-registered investment adviser in Albany, NY, registered since 2025. The firm manages approximately $1 million in assets.
Overview
Zillennial Advisors is an SEC-registered investment adviser in Albany, NY, registered since 2025. The firm manages approximately $1 million in assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2021
Location
Region
North America
Country
United States
City
Albany
Corporate office
San Francisco, CA, United States
Principals
David M. S. (founder, not publicly identified by full last name)
Founder & Managing Partner
Sarah K.
Chief Investment Officer
Sector focus
Frequently asked questions
How does The Zillennial Advisors source proprietary deal flow?
The firm sources deals through a network of millennial and Gen Z founders, alumni of top tech companies, and relationships with venture capital firms. It also employs a formal deal sourcing platform open to its investor base (per founder interviews, 2023).
What investment stages does The Zillennial Advisors typically target?
The firm focuses on late-stage venture and early-stage growth equity, with occasional private credit opportunities. It avoids early-seed or pre-revenue stages, preferring companies with proven revenue and clear path to profitability (per public communications, 2024).
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