James Ziemba is a registered investment advisor at Ze Capital LLC, based in Houston, TX, with 5 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ZE Capital manages the Lorenz Fund and charges management fees and performance-based fees. The management fee for Class A interests is 1.5% per year, and for Class B interests, it's 2.5% per year. ZE Capital also receives a performance allocation of 15% of the net capital appreciation allocated to each Class A interest holder during each calendar year, but only after eliminating any cumulative loss.
Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ze Capital LLC
State Registrations1 state
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