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ZENITH AM
CRD 173046File 801-81138
APPROVED
Retail clients
Filing as of Apr 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$963.6M
Above cohort median (national)
Discretionary AUM
$963.6M
Clients
53
53 accounts
Employees
18
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 26, 2015
- Principal office
- 8 RUE DU GENERAL FOY, PARIS, 75008
- Phone
- 0033180980050
- Website
- https://zenith-am.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $963.6M
- Discretionary AUM
- $963.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 53
- Non-discretionary accounts
- 0
- Total accounts
- 53
- AUM per client
- $18.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $27.8M |
| Insurance companies | 16 | $326.6M |
| High net worth individuals | Fewer than 5 | $14.5M |
| Pooled investment vehicles | 13 | $589.5M |
| Individuals (other than high net worth individuals) | 12 | $5.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 15 | 18 | increased by3 |
| May 1, 2026 | Clients | 52 | 53 | increased by1 |
| May 1, 2026 | AUM | $619,235,812 | $963,634,859 | increased by$344,399,047 |
| May 1, 2026 | Accounts | 52 | 53 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 15 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 54 | 52 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $625,910,947 | $619,235,812 | decreased by$6,675,135 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 54 | 52 | decreased by2 |
| Apr 1, 2022 | Employees | 17 | 18 | increased by1 |
| Apr 1, 2022 | Clients | 52 | 54 | increased by2 |
| Apr 1, 2022 | AUM | $588,214,122 | $625,910,947 | increased by$37,696,825 |
| Apr 1, 2022 | Accounts | 320 | 54 | decreased by266 |
| 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 “ZENITH AM” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ZENITH AM” 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.