Private fund adviser · Holmdel, NJ
Zais Group
Zais Group LLC · SEC-registered investment adviser · CRD 108371 · SEC 801-54979
At a glance
Zais Group is an SEC-registered investment adviser based in Holmdel, New Jersey, with $5.3 billion in regulatory assets under management as of its Form ADV filed June 4, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 946th of 4,686 private fund advisers and 2,023rd of 17,210 SEC-registered advisers by assets.
Main office 732-530-3610zais.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.3B
- Rank among private fund advisers
- #946 of 4,686
- Rank among all SEC RIAs
- #2,023 of 17,210
- Rank in New Jersey
- #38 of 392
- Clients
- 30
- Accounts
- 40
- Discretionary
- 100% of AUM
- Employees
- 46
- Advisory staff
- 19
- Offices
- 2
Owners and executives on its Form ADV
- Christian M. ZugelManaging Member and Chief Investment Officer
- Nisha K. MotaniChief Financial Officer
- Mark A. RussoGeneral Counsel
- Daniel A. CurryPresident
- Sean E. LensbornChief Technology Officer
- Kelly A. RyanChief Compliance Officer
Custody and brokerage
2 custodians
- State Street$576M59%
- The Bank of NY Mellon$399M41%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 27 | $4.3B | 81% |
| Pension and profit sharing plans | 1 | $576M | 11% |
| Other | 2 | $399M | 8% |
Private funds
Zais Group reports 26 private funds with $4.0B in gross assets: hedge funds, private equity funds, securitized asset funds (Form ADV Item 7.B).
Disciplinary disclosures
Zais Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗zais.com ↗
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The full record on Zais Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 1,341 peers of its type and size
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- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Zais Group manage?
Zais Group reports $5.3 billion in regulatory assets under management across 40 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 4, 2026.
What kind of firm is Zais Group?
Zais Group is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Zais Group’s clients?
By assets, its largest client types are pooled investment vehicles ($4.3 billion, 27 clients); pension and profit sharing plans ($576 million, 1 clients); other ($399 million, 2 clients).
Does Zais Group manage private funds?
Yes. It reports 26 private funds with $4.0 billion in gross assets, including hedge funds, private equity funds, securitized asset funds.
Does Zais Group have any disciplinary history?
Zais Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Zais Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →