Zenith Am
- Regulatory AUM
- $964M
- Discretionary
- $964M
- Clients
- 53
- Avg AUM / client
- $18.2M
- Accounts
- 53
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $5.3M | 0.55% |
| High net worth individuals | 3 | $14.5M | 1.5% |
| Pooled investment vehicles (non-investment companies) | 13 | $589M | 61.2% |
| Insurance companies | 16 | $327M | 33.9% |
| Corporations and other businesses | 9 | $27.8M | 2.89% |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tailhades, Muriel, Laurence | Chief Executive Officer | Nov 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Crystal Inter | Direct Owner | Mar 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 851 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Commissions
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗