# ZEPHYR INVESTMENT MANAGEMENT

ZEPHYR INVESTMENT MANAGEMENT of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108020
- Type: SEC-registered investment adviser
- SEC file number: 801-55289
- Location: 3625 EAST THOUSAND OAKS BLVD, #145, WESTLAKE VILLAGE, CA, 91362
- Phone: 805-496-6810
- Latest filing: 2012-06-04
- Regulatory AUM: $61.0M
- Discretionary AUM: $53.2M
- Non-discretionary AUM: $7.8M
- Clients: 1
- Accounts: 312

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| ROUBIDOUX MARSHA LYNN | CFO/SECRETARY; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| NOLAN PETER JAMES | CFO/SECRETARY; TRUSTEE | — |
| MUNOZ CHERYL ANN | VICE PRESIDENT | — |
| MARINE ERWIN | CEO/PRESIDENT; TRUSTEE | — |
| MARINE LUANNE CHRISTINE | TRUSTEE; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108020/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108020/similar
- Related entities: https://search.stillhousedata.com/firm/108020/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108020

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.