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Zaeed Kalsheker

SCION ASSET MANAGEMENT, LLC·CUPERTINO, California
Unclaimed Profile
20400 STEVENS CREEK BLVD., CUPERTINO, CA 95014CRD# 6028439Firm CRD# 167772
01

About

Zaeed Kalsheker is a registered financial advisor based in CUPERTINO, California, affiliated with SCION ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SCION ASSET MANAGEMENT, LLC
SCION ASSET MANAGEMENT, LLC
AUM
$196M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SCION ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6028439
Firm CRD# 167772
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Zaeed Kalsheker offer?
Zaeed Kalsheker specializes in Retirement Planning. Contact their office in CUPERTINO, California for a consultation.
What are Zaeed Kalsheker's credentials?
Zaeed Kalsheker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zaeed Kalsheker located?
Zaeed Kalsheker is based in CUPERTINO, California, working with SCION ASSET MANAGEMENT, LLC. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.
How does Zaeed Kalsheker charge for services?
Zaeed Kalsheker's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCION ASSET MANAGEMENT, LLC?
SCION ASSET MANAGEMENT, LLC has approximately 5 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CUPERTINO
Ajay B. Shah — SCP MANAGEMENT COMPANY LLCMichael James Burry — SCION ASSET MANAGEMENT, LLCJonathan Reed Hallam — SCION ASSET MANAGEMENT, LLCRanga Srinivasan — EVEREST MANAGEMENT CORP.Damon Chong Doe — MONTAGE CAPITAL HOLDINGS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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