# ZEO CAPITAL ADVISORS, LLC

ZEO CAPITAL ADVISORS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 150783
- Type: SEC-registered investment adviser
- SEC file number: 801-72287
- Location: 1 MONTGOMERY STREET, SUITE 3450, SAN FRANCISCO, CA, 94104
- Phone: (415) 875-5604
- Latest filing: 2022-03-29
- Regulatory AUM: $239.1M
- Discretionary AUM: $238.8M
- Non-discretionary AUM: $275K
- Clients: 6
- Accounts: 9

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| ALBIN DAVID RUSSELL | MEMBER | — |
| REDDY VENKATESH MUNISWAMY | MANAGER(1/2019)/CHIEF COMPLIANCE OFFICER (02/2010); MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| FRIST III THOMAS FEARN | MEMBER | — |
| JOOST PETER MARTIN | TRUSTEE; TRUSTEE OF TRUST | — |
| JOOST LINDSAY MACE | TRUSTEE; TRUSTEE OF TRUST | — |
| CAMPBELL JENNIFER JEAN | TRUSTEE | — |
| COOK BRADFORD TERENCE | DIRECTOR OF CREDIT RESEARCH; DIRECTOR OF CREDIT RESEARCH/TRUSTEE | — |
| Uher Paige Reeve | MEMBER; MEMBER (01/2019) / CHIEF MARKETING OFFICER AND HEAD OF DISTRIBUTION (02/2022); MEMBER (01/2019) / DIRECTOR OF INVESTOR RELATIONS (08/2015) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150783/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150783/similar
- Related entities: https://search.stillhousedata.com/firm/150783/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150783

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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.