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    Zeo Capital Advisors, Llc

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    Description

    • Zeo Capital Advisors, LLC is a San Francisco-based fixed income manager founded in 2009. The firm was created to provide specialized risk-managed portfolios designed to embrace capacity-constrained opportunities that are often overlooked. We utilize short-duration corporate debt identified through bottom-up, fundamental research. We seek to deliver a low-volatility, absolute-return profiletargeting excess performance above inflation, regardless of interest rates. Our strategy is positioned to be defensive and focused on capital preservation. We take a risk-mitigation approach to portfolio management, enabling clients to use the strategy as a complement to core fixed income or strategic cash allocations. We currently offer mutual fund and separately managed account vehicles to institutional investors, family offices, advisor clients and high net worth individuals.
    • location

      Headquarters:1 Montgomery Street Suite 3450, San Francisco, California, United States

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    • Zeo Capital Advisors, Llc phone

      Phone Number: +1 415-875-5604

    • Zeo Capital Advisors, Llc website

      Website: http://www.zeo.com/

    • Zeo Capital Advisors, Llc employees

      Employees:8

    • Zeo Capital Advisors, Llc revenue

      Revenue:$1 - 10M

    • Zeo Capital Advisors, Llc legal name

      Legal Name:Zeo Capital Advisors, Llc

    • Zeo Capital Advisors, Llc's Social Media

      Zeo Capital Advisors, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    Managing Partner for Zeo Capital Advisors, Llc

    Venkatesh Reddy

    Managing Partner

    Person level website visitor identification

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    View Employees

    Venkatesh Reddy

    Managing Partner

    Paige Uher

    Director Investor Relations

    Melek Barngrover

    Compliance And Risk Manager

    Idil Uralli

    Business Operations Manager

    Frequently Asked Questions regarding Zeo Capital Advisors, Llc

    • Where are Zeo Capital Advisors, Llc's Headquarters?

      Zeo Capital Advisors, Llc's Headquarters are in 1 Montgomery Street Suite 3450,San Francisco,California,United States

    • What is Zeo Capital Advisors, Llc's phone number?

      Zeo Capital Advisors, Llc's phone number is +1 415-875-5604

    • What is Zeo Capital Advisors, Llc's official website?

      Zeo Capital Advisors, Llc's official website is http://www.zeo.com/

    • What is Zeo Capital Advisors, Llc's Revenue?

      Zeo Capital Advisors, Llc's revenue is $1 - 10M

    • What is Zeo Capital Advisors, Llc's NAICS code?

      Zeo Capital Advisors, Llc's NAICS code is 523110

    • How many employees are working in Zeo Capital Advisors, Llc

      Zeo Capital Advisors, Llc has 8 employees

    • What is Zeo Capital Advisors, Llc's Industry?

      Zeo Capital Advisors, Llc is in the industry of Financial Services

    • Who is Zeo Capital Advisors, Llc's Managing Partner?

      Zeo Capital Advisors, Llc's Managing Partner is Venkatesh Reddy

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