Zega Investments, LLC
● SEC registered since 2024CRD 330428SEC# 801-130244Palm Beach Gardens, FL
Reg. AUM
$614M
Employees
10
Accounts
1,315
Location
Palm Beach Gardens, FL
Zega Investments, LLC assets under management
Zega Investments, LLC is an SEC-registered investment adviser based in Palm Beach Gardens, FL. The firm has been registered since 2024. It reports $614 million in regulatory assets under management and employs 10 people.
Zega Investments, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek Brian Moore Control | Chief Investment Officer And Chief Executive Officer | 25-50% | 2024 |
| Jillian Daury Baker Control | Chief Operating Officer | 25-50% | 2024 |
| John Alexander Pestrichelli Control | Executive Chairman | 10-25% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Zega Investments, LLC manage?
Zega Investments, LLC reports $614 million in regulatory assets under management on its Form ADV.
How many employees does Zega Investments, LLC have?
Zega Investments, LLC reports 10 employees.
Where is Zega Investments, LLC located?
Zega Investments, LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2024.
Does Zega Investments, LLC disclose fund performance?
Zega Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3801 Pga Boulevard, Suite 600, Palm Beach Gardens, FL 33410 |
| Phone | 800.380.9342 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$614M▲ 21%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$614Mregulatory AUM
Discretionary $614M