AE
CFA
AE
CFA

Alexander Eiseman

4 Years of Experience
New York, NY

Alexander Eiseman is a CFA-designated registered investment advisor at Zama Capital Advisors LP, based in New York, NY, with 4 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$56.5M average
Assets Under Management
$112.9M

Fee Structure

Investment management only (planning not offered)

Zama Capital Advisors manages investments for private funds and receives a management fee:

  • Institutional Limited Partners: 1.75% annually of the capital account balance.
  • Founders Limited Partners: 1.25% annually of the capital account balance.

There is no management fee for the UK Investment Series and SPAC Investment 1 Series. The firm may waive, reduce, or calculate the fee differently for certain investors. A performance allocation will also be received as an incentive allocation based on the net profits of the Funds. This Performance Allocation will be 15% per annum for the Founders Series, and 20% per annum for each of the Institutional Series, UK Investment Series and the SPAC Investment 1 Series.

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Location

900 3rd Avenue, Suite 201, New York, NY, 10022

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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.

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Employment History
Current Registrations
Zama Capital Advisors LP
August 2021 - Present · 4 yrs 9 mos
State Registrations1 state
NY
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.