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ZMC ADVISORS, L.P.

NEW YORK, NY · CRD 161274 · IAPD ↗ · zmclp.com · 212-223-1383

$2.58BRegulatory AUM
14Advisory reps
20Employees
0Clients
n/aPlanning clients
11Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — ZMC ADVISORS, L.P. shrank from 18 to 14 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — ZMC ADVISORS, L.P. reported RAUM up 41% ($2.26B -> $3.17B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.