Single Family OfficeRIA · CRD 137934SEC-Registered

Updated:

Zaks Investment Advisory Service

ZAKS INVESTMENT ADVISORY SERVICE, LLC is an SEC-registered investment adviser in Chicago, IL. The firm manages approximately $3 million in regulatory assets.

Zaks Investment Advisory Service

ZAKS INVESTMENT ADVISORY SERVICE, LLC is an SEC-registered investment adviser in Chicago, IL. The firm manages approximately $3 million in regulatory assets. It is based in Chicago.

General information

Firm type

Single Family Office

Frequently asked questions

Who runs investment decisions at Zaks Investment Advisory Service?

No named principals or investment committee members have been identified in public records. The entity's operating agreement and governance structure are not publicly filed, and no individual has been cited in media coverage as managing the firm's capital.

Where does the underlying wealth come from?

The wealth origin is not publicly disclosed. Without a confirmed founder, industry exit, or inherited-family attribution, the source of capital remains speculative. No news release, SEC filing, or biographical record ties the entity to a specific liquidity event or family enterprise.

Does Zaks Investment Advisory Service take outside capital or operate as a multi-family office?

There is no indication that the firm manages capital for external families or institutions. The registered entity name and LLC designation suggest a single-family-affiliated structure, but no marketing materials, ADV filings, or client disclosures are available to confirm or refute this.

What investment stages does the firm typically target?

No stage preference has been disclosed. Without a track record of direct investments, fund commitments, or co-investments on public record, the firm's appetite for venture, growth, buyout, or real asset exposure cannot be characterized.

How does Zaks Investment Advisory Service source deal flow?

Sourcing channels are unknown. The firm maintains no known membership in peer networks, co-investment clubs, or industry associations that would signal a sourcing model. No GP relationships or platform affiliations have been reported.

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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