Simon Bennaim is a registered investment advisor at Zorea Capital LP, based in Englewoood, NJ, with 1 years of industry experience. Simon 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 $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zorea Capital LP charges different fees depending on whether you are a "qualified client" or not. These fees are billed monthly in advance, based on the value of your account on the last day of the month.
- Non-Qualified Clients: 1.8% annually.
- Qualified Clients: 1% annually, plus an 18% performance fee (subject to a 5% hurdle), calculated annually. The performance fee may be negotiable.
Zorea does not impose a minimum account size, but believes its strategies are most appropriate for investors with at least $250,000 of investable assets.
Location
157 Engle Street, Suite 13, Englewoood, NJ, 07631
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Simon provides consulting services to other unaffiliated investment managers. He spends minimal time on this activity.
Employment History
Current Registrations
Zorea Capital LP
State Registrations2 states
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