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Relyea Zuckerberg Hanson, LLC

● SEC registered since 2010CRD 125696SEC# 801-71454Stamford, CT
Export (members)
Reg. AUM
$2.45B
Employees
11
Accounts
1,698
Location
Stamford, CT

Relyea Zuckerberg Hanson, LLC assets under management

Relyea Zuckerberg Hanson, LLC is an SEC-registered investment adviser based in Stamford, CT. The firm has been registered since 2010. It reports $2.4 billion in regulatory assets under management and employs 11 people.
www.linkedin.com/in/jean-paul-atallahView on SEC.gov ↗

Relyea Zuckerberg Hanson, LLC owners & executives

4 reported
NameTitleOwnershipSince
Carl Jonathan Zuckerberg ControlPrincipal /Chief Investment StrategistOver 75%2000
Jean-Paul Atallah ControlChief Compliance Officer/Chief Operating Officer/PrincipalUnder 5%2022
Lauren Ann Rowland ControlPrincipalUnder 5%2024
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Frequently asked questions

How much does Relyea Zuckerberg Hanson, LLC manage?

Relyea Zuckerberg Hanson, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Relyea Zuckerberg Hanson, LLC have?

Relyea Zuckerberg Hanson, LLC reports 11 employees.

Where is Relyea Zuckerberg Hanson, LLC located?

Relyea Zuckerberg Hanson, LLC is based in Stamford, CT and has been SEC-registered since 2010.

Does Relyea Zuckerberg Hanson, LLC disclose fund performance?

Relyea Zuckerberg Hanson, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Landmark Square, 11th Floor, Stamford, CT 06901
Phone203-355-0880
Fax203-355-0881
Office hours8:30a.m.-5:30p.m.
SEC regionBoston Regional Office (BRO)
CIK1793691
Discloses disciplinary historyNo

Regulatory AUM

$2.45B▲ 15%
Mar '25 — $2.12BApr '25 — $2.12BMay '25 — $2.11BJun '25 — $2.11BJul '25 — $2.11BAug '25 — $2.11BSep '25 — $2.11BOct '25 — $2.11BNov '25 — $2.11BDec '25 — $2.11BJan '26 — $2.45BFeb '26 — $2.45BMar '26 — $2.45BApr '26 — $2.45BMay '26 — $2.45BJun '26 — $2.45B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$2.45Bregulatory AUM
Discretionary $2.45B