ZEPHYR ADVISERS

ZEPHYR ADVISERS is an SEC-registered investment adviser (CRD 331521). Regulatory assets under management: $5.3M.

Registration

• CRD: 331521
• Type: Registered investment adviser
• Phone: (269) 838 7142
• Latest filing: 2026-02-04
• Regulatory AUM: $5.3M
• Discretionary AUM: $3.7M
• Non-discretionary AUM: $1.6M
• Clients: 1
• Accounts: 104

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331521 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search