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ZAFF CAPITAL LP
ZAFF CAPITAL LP
HOUSTON, Texas
·
6 registered advisors
·
CRD# 159995
SEC# 801-76764
713-239-2700
01
Firm Overview
AUM
$25M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at ZAFF CAPITAL LP
6 registered advisors
Brian Robert Zatarain
HOUSTON, Texas
CRD# 6031217
Catherine Maclellan Campbell
HOUSTON, Texas
CRD# 6069423
John Granger Macfarlane
HOUSTON, Texas
CRD# 872710
K George Wasaff
HOUSTON, Texas
CRD# 6031211
Roseann Marie Engledorf
HOUSTON, Texas
CRD# 6030912
Timothy James Davis
HOUSTON, Texas
CRD# 4393311
05
Office Locations
HOUSTON, Texas
6 advisors
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Data sourced from SEC Form ADV filings. ZAFF CAPITAL LP (CRD# 159995) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.