Zbs Partners, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 8
- Avg AUM / client
- $177M
- Accounts
- 8
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $1.4B | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $728M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Zbs Partners I Lp | Private Equity Fund | Delaware | $354M | 122 |
| Zbs Mechanical Group Fund 2, Llc | Private Equity Fund | Delaware | $208M | 73 |
| Zbs Mechanical Group, Llc | Private Equity Fund | Delaware | $108M | 50 |
| Zbs Partners I Parallel Lp | Private Equity Fund | Delaware | $33.8M | 14 |
| Zbs Mechanical Group Co Invest Fund 2, Llc | Private Equity Fund | Delaware | $11.2M | 11 |
| Zbs Mechanical Group Co Invest, Llc | Private Equity Fund | Delaware | $7.7M | 2 |
| Zbs Mechanical Group Parallel Fund, Llc | Private Equity Fund | Delaware | $5.0M | 3 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sloane, Nicholas, J | Co Founder And Managing Member | Feb 2020 (7y) | 50% – 75% | |
| Zhang, Linfu | Co Founder And Managing Member | Feb 2020 (7y) | 50% – 75% | |
| Funk, Josh, Michael | Chief Compliance Officer, Chief Financial Officer | May 2023 (3y) | Less than 5% |
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.
Private funds (7, $728M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Zbs Partners I Lp | Private Equity Fund | $354M | $0 | 122 |
| Zbs Mechanical Group Fund 2, Llc | Private Equity Fund | $208M | $0 | 73 |
| Zbs Mechanical Group, Llc | Private Equity Fund | $108M | $25.0K | 50 |
| Zbs Partners I Parallel Lp | Private Equity Fund | $33.8M | $0 | 14 |
| Zbs Mechanical Group Co Invest Fund 2, Llc | Private Equity Fund | $11.2M | $0 | 11 |
| Zbs Mechanical Group Co Invest, Llc | Private Equity Fund | $7.7M | $0 | 2 |
| Zbs Mechanical Group Parallel Fund, Llc | Private Equity Fund | $5.0M | $0 | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.66 MB | 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗