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Zeff Holding Company, LLC (San Francisco)


Zeff Holding Company, LLC is a large advisory firm based in San Francisco. It manages $55.93 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

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Zeff Holding Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Zeff Holding Company: assets under management

The assets under management (AUM) of Zeff Holding Company, LLC is $55.93 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $55.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.97 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Zeff Holding Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Zeff Holding Company, LLC performs its advisory services is located at 50 California Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (415) 439-5273. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.zeffcapital.com.


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