ZEO Capital Advisors LLC
Legal Name: ZEO CAPITAL ADVISORS, LLC
Full Contact Details
ZEO Capital Advisors LLC
1 MONTGOMERY STREET, SUITE 3450, SAN FRANCISCO, CA
(415) 875-5604
(347) 412-7879
Other Info
ZEO Capital Advisors LLC, an approved CA Limited Liability Company, has been serving an unknown number of clients since May 24, 2011. With its five employees, two of whom are in advisory roles, it has established itself as a reliable entity in the financial industry. As of its last reported SEC status, ZEO Capital Advisors LLC continues to provide advisory services to its clients with a solid reputation for delivering sound financial advice.
Osterweis Sustainable Credit Strategies – Selective Credit Specialists
Osterweis Sustainable Credit Strategies Osterweis Sustainable Credit Strategies Home Zeo Capital Advisors, LLC ceased operations on 5/1/2022. If you are trying to reach a member of the former Zeo team, please email [email protected]. For all other inquiries, please email [email protected]. …
Direct Owners
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JOOST ENTERPRISES MANAGEMENT, LLC
MEMBER owns more than 10% but less than 25%
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PAIGE REEVE UHER
MEMBER owns more than 5% but less than 10%
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VENKATESH MUNISWAMY REDDY
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
Indirect Owners
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LINDSAY MACE JOOST
TRUSTEE
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PETER M JOOST AND LINDSAY M JOOST, TRUSTEES U/T/A APRIL 11, 2002
MEMBER, JOOST ENTERPRISES MANAGEMENT, LLC owns 75% or more
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PETER MARTIN JOOST
TRUSTEE