# THE ZILLENNIAL ADVISORS

THE ZILLENNIAL ADVISORS is a Multi Family Office based in Albany, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Albany, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2021
- **Assets under management:** $100M–$250M (Altss estimate)
- **Website:** thezillennialadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/the-zillennial-advisors

## Regulatory record

- **CRD number:** 324808
- **SEC file number:** 801-133744
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324808

## About

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.

## Sectors

- FinTech
- Enterprise Software
- AI/ML
- Digital Health

## People

- David M. S. (founder, not publicly identified by full last name) — Founder & Managing Partner
- Sarah K. — Chief Investment Officer

## 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).

## Related profiles

- [DEARFIELD CAPITAL MANAGEMENT](https://altss.com/profile/dearfield-capital-management-llc)
- [AMERICAN FOUNDRY INVESTMENT ADVISORS](https://altss.com/profile/american-foundry-investment-advisors)

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Last updated: 2026-07-06T01:24:27.130Z

Canonical page: https://altss.com/profile/the-zillennial-advisors

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