# ZAIS GROUP LLC

ZAIS GROUP LLC of HOLMDEL, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 108371
- Type: SEC-registered investment adviser
- SEC file number: 801-54979
- Location: 101 CRAWFORDS CORNER ROAD, SUITE 1206, HOLMDEL, NJ, 07733
- Phone: 732-530-3610
- Latest filing: 2026-06-04
- Regulatory AUM: $5.3B
- Discretionary AUM: $5.2B
- Non-discretionary AUM: $22.2M
- Clients: 46
- Accounts: 40

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Pooled vehicles, Investment cos

## Officers, owners & control persons (36)

_Showing 25 of 36 people._

| Name | Role | Location |
| --- | --- | --- |
| [Ryan J Kelly](https://search.stillhousedata.com/person/28997) | CHIEF COMPLIANCE OFFICER | New York, NY |
| [Kelly Gerard](https://search.stillhousedata.com/person/266882) | CHIEF OPERATING OFFICER | deltona, FL |
| [Christian Markus Zugel](https://search.stillhousedata.com/person/694176) | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER; MEMBER | — |
| [Nisha Keshavji Motani](https://search.stillhousedata.com/person/694177) | CHIEF FINANCIAL OFFICER | — |
| [Mark Andrew Russo](https://search.stillhousedata.com/person/694178) | GENERAL COUNSEL | — |
| [Daniel Alexander Curry](https://search.stillhousedata.com/person/694179) | PRESIDENT | — |
| [Sean Erik Lensborn](https://search.stillhousedata.com/person/694180) | CHIEF TECHNOLOGY OFFICER | — |
| [Kelly Anne Ryan](https://search.stillhousedata.com/person/694181) | CHIEF COMPLIANCE OFFICER | — |
| [Kelly Ryan](https://search.stillhousedata.com/person/705479) | CHIEF COMPLIANCE OFFICER | — |
| [WALSH ROBERT FRANCIS](https://search.stillhousedata.com/person/728752) | CHIEF COMPLIANCE OFFICER | — |
| [BURKE JOHN DANIEL](https://search.stillhousedata.com/person/736013) | OWNER | — |
| [WALSH JEFFREY RICHARD](https://search.stillhousedata.com/person/736014) | TRUSTEE | — |
| [ZUGEL CHRISTIAN MARKUS](https://search.stillhousedata.com/person/753965) | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; MANAGING MEMBER AND CHIEF INVESTMENT OFFICER (+5 more) | — |
| [HONG JERRY CHI-AN](https://search.stillhousedata.com/person/753966) | OWNER | — |
| [PRINCE RUSSELL COE](https://search.stillhousedata.com/person/753967) | CHIEF COMPLIANCE OFFICER/GENERAL | — |
| [O'DOWD ANN L](https://search.stillhousedata.com/person/753968) | CONTROLLER | — |
| [SZYMANSKI MICHAEL FRANK](https://search.stillhousedata.com/person/754844) | CHIEF OPERATING OFFICER; PRESIDENT; PRESIDENT AND CHIEF OPERATING OFFICER | — |
| [MCDADE PAUL JAMES](https://search.stillhousedata.com/person/754851) | CHIEF FINANCIAL OFFICER | — |
| [LIM LAUREEN TSU CHIANN](https://search.stillhousedata.com/person/762066) | OWNER | — |
| [LIM LAUREEN TC](https://search.stillhousedata.com/person/770195) | OWNER | — |
| [PRINCE RUSSELL](https://search.stillhousedata.com/person/770196) | CHIEF COMPLIANCE OFFICER/GENERAL | — |
| [STEINBERG HOWARD E](https://search.stillhousedata.com/person/771736) | GENERAL COUNSEL; SENIOR LEGAL ADVISOR | — |
| [BEARELLY SRIDHAR](https://search.stillhousedata.com/person/771737) | HEAD OF CORPORATE INVESTMENTS | — |
| [ZUGEL LAUREEN](https://search.stillhousedata.com/person/783226) | OWNER | — |
| [HONG JERRY](https://search.stillhousedata.com/person/792551) | OWNER | — |


## Private funds (26)

Mix: Securitized Asset Fund 21 · Hedge Fund 4 · Private Equity Fund 1

_Showing 15 of 26 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| NAVESINK CLO 3, LIMITED | Securitized Asset Fund | Cayman Islands | 21 | $416.9M | $250K |
| NAVESINK CLO 2, LIMITED | Securitized Asset Fund | Cayman Islands | 18 | $366.2M | $100K |
| NAVESINK CLO 4, LIMITED | Securitized Asset Fund | Cayman Islands | 19 | $358.7M | $250K |
| ZAIS CLO 17, LIMITED | Securitized Asset Fund | Cayman Islands | 16 | $358.3M | $100K |
| ZAIS CLO 18, LIMITED | Securitized Asset Fund | Cayman Islands | 19 | $354.9M | $100K |
| NAVESINK CLO 1, LIMITED | Securitized Asset Fund | Cayman Islands | 17 | $317.4M | $100K |
| ZAIS CLO 16, LIMITED | Securitized Asset Fund | Cayman Islands | 6 | $267.0M | $100K |
| ZAIS CLO 15, LIMITED | Securitized Asset Fund | Cayman Islands | 16 | $265.8M | $100K |
| ZAIS CLO 13, LIMITED | Securitized Asset Fund | Cayman Islands | 31 | $223.1M | $100K |
| ZAIS CLO 3, LIMITED | Securitized Asset Fund | Cayman Islands | 8 | $176.2M | $100K |
| ZAIS OPPORTUNITY MASTER FUND, LTD. | Hedge Fund | Cayman Islands | 7 | $166.7M | $5.0M |
| ZAIS CLO 11, LIMITED | Securitized Asset Fund | Cayman Islands | 26 | $156.1M | $100K |
| ZAIS ZEPHYR 11 MASTER FUND, LP | Private Equity Fund | Cayman Islands | 4 | $155.9M | $5.0M |
| ZAIS INARI MASTER FUND 2, LTD. | Hedge Fund | Cayman Islands | 1 | $106.9M | $5.0M |
| ZAIS CLO 7, LIMITED | Securitized Asset Fund | Cayman Islands | 16 | $90.7M | $100K |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEW YORK | NY | 1 | (212) 328-1779 |


## Fund service providers (8)

- custodian: ZAIS INARI FUND 2, LP
- custodian: ZAIS INARI FUND 2, LTD.
- custodian: ZAIS OPPORTUNITY DOMESTIC FEEDER FUND, LP
- custodian: ZAIS OPPORTUNITY FUND LTD.
- custodian: ZAIS ZEPHYR 11 OFFSHORE FUND, LP
- custodian: ZAIS ZEPHYR 11 ONSHORE FUND, LP
- custodian: ZAIS ZEPHYR 8, LP
- custodian: ZAIS ZEPHYR 9, LP

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108371/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108371/similar
- Related entities: https://search.stillhousedata.com/firm/108371/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108371

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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.