# ZEPHYR INVESTMENT MANAGEMENT, INC.

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

## Registration

- CRD: 166303
- Type: SEC-registered investment adviser
- SEC file number: 801-118365
- Location: 3625 E. THOUSAND OAKS BLVD., SUITE 145, WESTLAKE VILLAGE, CA, 91362
- Phone: (805) 496-6810
- Latest filing: 2026-03-31
- Regulatory AUM: $242.8M
- Discretionary AUM: $156.2M
- Non-discretionary AUM: $86.7M
- Clients: 6
- Accounts: 687

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Cheryl Ann Munoz | PRESIDENT, CCO | — |
| MUNOZ CHERYL ANN | PRESIDENT, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166303/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166303/similar
- Related entities: https://search.stillhousedata.com/firm/166303/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166303

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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.