ZEST CAPITAL LLC

ZEST CAPITAL LLC of MIAMI, FL is an SEC-registered investment adviser (CRD 316889). Regulatory assets under management: $90.6M.

Registration

• CRD: 316889
• SEC file number: 801-122725
• Type: Registered investment adviser
• Location: 1395 BRICKELL AVENUE, SUITE 800, MIAMI, FL, 33131
• Phone: 3053946486
• Latest filing: 2026-03-30
• Regulatory AUM: $90.6M
• Discretionary AUM: $81.0M
• Non-discretionary AUM: $9.6M
• Clients: 3
• Accounts: 8

Business model

Compensation: % of AUM, Performance.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (7)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316889 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search