AZ
AZ

Abbas Zuaiter

2 Years of Experience
Greenwich, CT

Abbas Zuaiter is a registered investment advisor at 33 Capital Management LLC, based in Greenwich, CT, with 2 years of industry experience. Abbas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $97M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$10.8M average
Assets Under Management
$97.1M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

33 Capital offers separately managed accounts, where fees are agreed upon in writing and billed quarterly in advance. Clients also pay a performance fee based on net profits, calculated annually. Fees may be negotiable, and employees/affiliates may receive discounted rates.

Loading...

Location

One East Putnam Avenue, 2nd Floor, Greenwich, CT, 06830-5429

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Abbas is the Chairman of 33 Capital Management LTD, a Director at Ossia, a Director at The Capital Holdings Funds, plc, a Member of the Advisory Board at Atom Investor, LP, and a Director at CoinMENA. All these roles require minimal time commitment.

Employment History
Current Registrations
33 Capital Management LLC
October 2023 - Present · 2 yrs 6 mos
State Registrations1 state
CT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Abbas Zuaiter - Financial Advisor | TrueAdvisor