# Zest Capital

Zest Capital is a Bank / Wealth / Trust based in Miami, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** zestcapital.com
- **LinkedIn:** https://www.linkedin.com/company/zestcapital

## Regulatory record

- **Reports private funds:** No

## About

Zest Capital is a wealth management firm based in Miami, Florida. It focuses on clients in North America.

## Questions

### What is Zest Capital's primary business model?

Zest Capital operates as a registered investment advisor, blending traditional wealth management with alternative investment access. The firm aggregates capital from high-net-worth individuals and family offices to invest in private equity, venture capital, real estate, and credit strategies primarily through external fund commitments and co-investments. It does not function as a direct operator or proprietary investment fund. Its revenue derives from advisory and management fees on client assets.

### Does Zest Capital invest directly in companies or properties?

Zest Capital primarily invests through fund commitments and co-investment vehicles structured by external general partners. While direct co-investment alongside trusted managers is part of its strategy, the firm does not profile itself as a direct private equity or real estate operator. The model emphasizes manager selection and access rather than proprietary sourcing and operational control.

### What is Zest Capital's regulatory status?

Zest Capital operates as a registered investment advisor, subject to SEC or state-level oversight depending on its total regulatory assets under management. As an RIA, it owes a fiduciary duty to its clients and must file Form ADV disclosures detailing its business, fees, and disciplinary history. The specific registration tier is a matter of public record through the SEC's Investment Adviser Public Disclosure database.

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- [Zermatt Wealth Partners](https://altss.com/profile/zermatt-wealth-partners)
- [Zetlmaier Wealth Management](https://altss.com/profile/zetlmaier-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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