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,...
Overview
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.
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