Multi-Family OfficeRIA · CRD 324808SEC-Registered

Updated:

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

FinTechEnterprise SoftwareAI/MLDigital Health

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).

Profile maintained by 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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