Jz Partners
DBA: Jordan/zalaznick Advisers, Inc.
70 E. 55TH STREET, New York, New York 10022
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
JZCP pays us a quarterly base management fee calculated at an annual rate of 1.5% of JZCP’s gross assets (excluding certain assets specified in the JZCP Advisory Agreement) for each quarterly period. The base management fee is payable in arrears upon the earlier of (1) the 45th
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 3 disclosures on record with the SEC.
Regulatory actions
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.