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JZ PARTNERS
Legal name: JORDAN/ZALAZNICK ADVISERS, INC.
CRD 160932File 801-73940
APPROVED
Custody
Disclosure events
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$517.5M
Above cohort median (national)
Discretionary AUM
$517.5M
Clients
8
8 accounts
Employees
25
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 30, 2012
- Principal office
- 70 E. 55TH STREET, 15TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212-485-9410
- Website
- HTTP://WWW.JZIEUROPE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $517.5M
- Discretionary AUM
- $517.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $64.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $517.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 29 | 25 | decreased by4 |
| Apr 1, 2026 | AUM | $587,152,007 | $517,475,669 | decreased by$69,676,338 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 29 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,227,162,138 | $587,152,007 | decreased by$640,010,131 |
| May 1, 2022 | Clients | 10 | 8 | decreased by2 |
| May 1, 2022 | AUM | $1,628,218,286 | $1,227,162,138 | decreased by$401,056,148 |
| May 1, 2022 | Accounts | 10 | 8 | decreased by2 |
| Apr 1, 2022 | Employees | 38 | 35 | decreased by3 |
| Apr 1, 2022 | AUM | $1,752,520,231 | $1,628,218,286 | decreased by$124,301,945 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JZ PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JZ PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.