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ZANBATO ADVISORS LLC
CRD 311620File 801-130739
APPROVED
Custody
Filing as of Dec 24, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$2.08B
Top 25% of cohort (national)
Discretionary AUM
$2.08B
Clients
58
58 accounts
Employees
11
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 26, 2024
- Principal office
- 715 NORTH SHORELINE BLVD, MOUNTAIN VIEW, CA, 94043
- Phone
- 866-926-2286
- Website
- HTTPS://WWW.ZANBATO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.08B
- Discretionary AUM
- $2.08B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 58
- Non-discretionary accounts
- 0
- Total accounts
- 58
- AUM per client
- $35.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 58 | $2.08B |
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.