Single Family OfficeRIA · CRD 123850SEC-Registered

Updated:

Ziment Financial Advisors

ZIMENT FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in Princeton Junction, NJ. The firm manages approximately $48 million in regulatory...

Ziment Financial Advisors

ZIMENT FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in Princeton Junction, NJ. The firm manages approximately $48 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Princeton Junction

Corporate office

New York, NY, United States

Principals

Robert Ziment

Principal

Frequently asked questions

Who makes investment decisions at Ziment Financial Advisors?

Robert Ziment is the named principal, and the office operates as a single-family vehicle under his direction. No CIO, investment committee, or additional named investment professionals are identified in public records. The decision-making structure likely rests with the principal and a small internal team typical of undeconstructed family offices of this profile.

Does Ziment Financial Advisors take outside capital?

No. Ziment Financial Advisors is structured as a single-family office managing capital for the Ziment family, with no indication of external limited partners, co-investment syndicates, or a multi-family-office conversion. It does not appear to operate as a registered investment adviser soliciting third-party capital.

What is Ziment's investment strategy?

Based on its profile as a private, non-marketing single-family office, Ziment's strategy emphasizes capital preservation and long-term appreciation through external fund managers across public equities, fixed income, and private-market vehicles. There is no public evidence of direct deals, venture-stage investing, or sector-concentrated mandates, suggesting a broadly diversified allocator posture.

Where does Ziment Financial Advisors source its deal flow?

The firm does not appear to source direct deal flow. Its operational model relies on commitments to external fund managers rather than proprietary sourcing of company investments, co-investments, or club deals. There are no disclosed relationships with placement agents, investment banks, or venture-capital syndicates.

How large is Ziment Financial Advisors in terms of assets or team?

No AUM or team-size figures are publicly available. The firm's deliberate absence from public registries, marketing channels, and press coverage makes any size estimate unreliable. Its lean operational footprint — no website, no LinkedIn presence, no disclosed office beyond New York — suggests a boutique structure consistent with a single-family office below the institutional threshold.

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.

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