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Zales Investment Management
ZALES INVESTMENT MANAGEMENT, INC is an SEC-registered investment adviser with $22 million in regulatory assets under management. The firm has 1 employee and 1...
Zales Investment Management
ZALES INVESTMENT MANAGEMENT, INC is an SEC-registered investment adviser with $22 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
Principals
Richard C. Marcus
Chairman & CEO
Alan Shor
President
Sector focus
Frequently asked questions
Who runs investment decisions at Zales Investment Management?
Richard C. Marcus, Chairman and CEO, directs the firm's investment activities. He previously served as Chairman and CEO of Zale Corporation, the luxury jewelry chain, giving him firsthand operating experience in consumer-facing businesses. Alan Shor serves as President.
How does the firm allocate its capital?
The office concentrates on commercial real estate, including office, retail, and industrial properties held directly or through joint ventures. It also runs a direct private credit portfolio lending to middle-market companies and real estate sponsors. There is a smaller allocation to operating businesses, particularly in branded consumer goods.
Does Zales Investment Management participate in fund commitments or only direct deals?
The office is known for a direct investment posture in real estate and credit rather than acting as a fund-of-funds. It underwrites, structures, and holds its own assets, avoiding the intermediary layer of commingled fund commitments in its core strategies. Participation in external funds as a limited partner is not a publicly advertised part of its model.
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