Zais Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Holmdel, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $5.3B in regulatory assets under management, 46 employees, 1 office, and 40 accounts.
Assets Under Management
$5.3B
Employees
46
Offices
1 office
Total Clients
30
Primary office
HOLMDEL, NJ
101 CRAWFORDS CORNER ROAD, SUITE 1206, HOLMDEL, NJ, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 90.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
90.0%
27
2
ENDOWMENT, NON-US PENSION VEHICLE
6.7%
2
3
Pension Plans
3.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.3Bas of March 31, 2026
Discretionary99.6%
$5.2B
100% of total RAUM99.6%
Non-discretionary0.4%
$22M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.3B
Total Accounts40
10Y AUM Change+$1.8B (+52.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees46
Clients per Employee1:1
10Y Employee Change-14 (-23.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.