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ZWEIG-DIMENNA ASSOCIATES LLC

CRD 161385File 801-73451
APPROVED
Custody
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.63B
Top 25% of cohort (national)
Discretionary AUM
$1.63B
Clients
6
6 accounts
Employees
31
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Mar 30, 2012
Principal office
900 THIRD AVE, NEW YORK, NY, 10022
Phone
212-451-1100

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.63B
Discretionary AUM
$1.63B
Non-discretionary AUM
$0
Discretionary accounts
6
Non-discretionary accounts
0
Total accounts
6
AUM per client
$272.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles6$1.63B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
May 1, 2026AUM$1,595,437,396$1,633,517,000increased by$38,079,604
Apr 1, 2026Clients36increased by3
Apr 1, 2026AUM$1,424,851,436$1,595,437,396increased by$170,585,960
Apr 1, 2026Accounts36increased by3
May 1, 2025
vs Oct 1, 2022
Employees3731decreased by6
May 1, 2025
vs Oct 1, 2022
AUM$1,390,676,313$1,424,851,436increased by$34,175,123
Apr 1, 2022Employees3937decreased by2
Apr 1, 2022Clients43decreased by1
Apr 1, 2022AUM$1,430,809,938$1,390,676,313decreased by$40,133,625
Apr 1, 2022Accounts43decreased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ZWEIG-DIMENNA ASSOCIATES” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ZWEIG-DIMENNA ASSOCIATES” 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.