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Chief Compliance Officer, Chief Financial Officer · ZBS Partners, LLC

Josh M. Funk

CRD 7733959 · Named on Form ADV at one SEC-registered adviser

At a glance

ZBS Partners, LLC, an SEC-registered private fund adviser based in New York, NY with $1.4 billion in regulatory assets, lists Josh M. Funk on its Form ADV as Chief Compliance Officer, Chief Financial Officer, a control person.

Firms and roles

  • ZBS Partners, LLCChief Compliance Officer, Chief Financial OfficerPrivate fund adviser · New York, NY · $1.4B in regulatory assets

AtlasMembers

Josh’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Josh’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.