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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.
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. 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
Who runs investment decisions at The Zillennial Advisors?
David M. S., founder and managing partner, oversees strategic direction and final investment decisions. Sarah K., the chief investment officer (per public record), leads deal sourcing and due diligence. The firm uses a two-person investment committee structure.
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).
Is The Zillennial Advisors structured as a single family office or a multi-family office?
It is a multi-family office. The firm aggregates capital from multiple younger tech-wealth families, not a single fortune, allowing smaller family offices to participate in direct deals and co-investments (per public record).
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).
Does The Zillennial Advisors maintain any philanthropic structures?
Yes. The Zillennial Foundation is a separate 501(c)(3) nonprofit established in 2022 with a mission to advance financial literacy and wealth stewardship for first-generation inheritors (per IRS filings, 2023). The foundation operates with its own board and is funded separately from the investment vehicle.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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