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Zola Capital Management, LLC (San Francisco)


Zola Capital Management, LLC is a large advisory firm based in San Francisco. It manages $48.5 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.

Zola Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Zola Capital Management: assets under management

The assets under management (AUM) of Zola Capital Management, LLC is $48.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $48.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.13 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Zola Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Asset Alliance Corporation Shareholder in asset alliance zcm holding corp 1 Jun 1996 75% - 100% 13-3808903
Arthur J. Gallagher & Co. Inc. Shareholder in fsi 1 Jul 1996 75% - 100% 36-2681781
Ajg Financial Services. Inc. Shareholder in aac 1 Jul 1996 25% - 50% 36-4092112

Based in San Francisco

The principal office where Zola Capital Management, LLC performs its advisory services is located at 535 Pacific Ave, San Francisco, CA 94133, 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 415-486-2195 or by fax 415-486-2196. The normal business hours are 5:30-3:30 on Monday - Friday.


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