Zenith Wealth Partners

Jason Ray, Co-Founder and Chief Investment Officer, leads portfolio strategy and investment decisions at Zenith. He and CEO Curtis Brown share responsibility for client relationships and firm direction. Ray's background includes institutional consulting work prior to launching Zenith, giving the firm its endowment-style DNA.

Zenith sources investments through its internal research and due diligence process, drawing on the institutional relationships its founders built during their consulting careers. The firm does not rely on a broker-dealer platform or external model portfolios. For private markets, Zenith evaluates and selects individual fund managers across venture capital, private equity, and private credit.

Zenith operates as a multi-family office serving several dozen client families. It is also structured as a Registered Investment Advisor, which imposes a fiduciary duty to act in clients' best interests. This hybrid design allows it to offer family office services without being tied to a single source of wealth.

Zenith primarily allocates client capital to third-party managers across public and private markets. It does not operate proprietary commingled hedge funds or private equity funds. The firm's proprietary work is in portfolio construction — direct indexing, factor tilts, and tax optimization — executed through separately managed accounts.

Zenith covers venture capital, growth equity, and private credit, with an emphasis on funds that its due diligence team has vetted directly. The firm does not typically lead direct investments into private companies, instead accessing the asset class through managed fund commitments selected for clients.

Yes. Zenith treats environmental, social, and governance factors as a default portfolio lens, not a separate product line. Clients can opt into values-aligned strategies that reflect specific exclusions or thematic tilts. The firm's approach is integrated into asset allocation and manager selection rather than added as an overlay.

As of mid-2026, Zenith has not publicly signaled an active co-investment program. The firm focuses on fund commitments in private markets rather than direct co-investing. Its client base and scale — with AUM crossing $100 million in late 2023 — are better suited to fund selection than leading direct deals.