Bank / Wealth / TrustRIA · CRD 338433

Updated:

Zale Capital

Zale Capital is a bank / wealth / trust based in New York, founded 2006; the Altss profile covers its classification, headquarters, registration, AUM band, and...

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Zale Capital

Zale Capital is a state-registered investment adviser based in New York. The firm has one employee and one investment adviser.

General information

Firm type

Bank / Wealth / Trust

Year founded

2006

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Frequently asked questions

What is Zale Capital's regulatory status?

Zale Capital as a state-registered investment adviser. This designation applies to firms that advise only private funds with less than $150 million in regulatory assets under management, or that have fewer than 15 clients and do not hold themselves out publicly as investment advisers. Exempt reporting advisers file a truncated Form ADV and are not subject to the same ongoing reporting requirements as fully registered firms — including 13F or Form ADV Part 2 — which aligns with Zale Capital's low public profile.

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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