Multi-Family OfficeRIA · CRD 321689SEC-Registered

Updated:

ZENITH ADVISORY GROUP, LLC

ZENITH ADVISORY GROUP, LLC is a multi-family office targeting alternative investments including private credit, real estate, and energy transition.

ZENITH ADVISORY GROUP, LLC

ZENITH ADVISORY GROUP, LLC functions as a multi-family office, likely established to serve a discrete group of wealthy families. While no founding year or principals are publicly identified, the firm's name and structure suggest a US-based advisory model. Wealth origin remains undisclosed. The firm targets alternative asset classes including private credit, real estate, infrastructure, energy transition, and healthcare services. It pursues both direct investments and co-investment opportunities alongside institutional partners. No specific portfolio companies or deals are named in public records, reflecting the firm's opaque posture. Team size, additional offices, and total deployment are unreported. There is no evidence of philanthropic foundations or adjacent operating vehicles linked to the entity. No recent operational events are publicly documented. ZENITH ADVISORY GROUP, LLC's key structural differentiator is its comprehensive advisory capacity across multiple family clients, potentially offering governance and succession planning alongside investment management. However, the firm's lack of disclosed data limits structural analysis.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Sector focus

Private CreditReal EstateInfrastructureEnergy Transition & RenewablesHealthcare ServicesEnterprise Software

Frequently asked questions

Who runs investment decisions at ZENITH ADVISORY GROUP, LLC?

No named investment principals or decision-makers are publicly identified for ZENITH ADVISORY GROUP, LLC. The firm's leadership structure remains private.

How does ZENITH ADVISORY GROUP, LLC source proprietary deal flow?

The firm likely relies on a network of high-net-worth families and institutional relationships to source proprietary opportunities. No specific sourcing method is disclosed in public records.

Is ZENITH ADVISORY GROUP, LLC structured as a single family office or does it operate more like a venture firm?

ZENITH ADVISORY GROUP, LLC is classified as a multi-family office, serving multiple client families rather than a single family. Its investment activities suggest a hybrid model combining advisory services with direct capital deployment.

Does ZENITH ADVISORY GROUP, LLC participate in fund commitments or only direct deals?

Based on its alternative-asset focus, ZENITH ADVISORY GROUP, LLC likely participates in both fund commitments and direct co-investments. The firm's exact allocation is not publicly documented.

What investment stages does ZENITH ADVISORY GROUP, LLC typically target?

The firm's sector focus on private credit, real estate, and infrastructure indicates a preference for later-stage, cash-flowing assets. Stage preferences beyond that are unconfirmed.

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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo