← Tributary

ZWEIG-DIMENNA ASSOCIATES LLC

NEW YORK, NY · CRD 161385 · IAPD ↗ · zweig-dimenna.com · 212-451-1100

$1.63BRegulatory AUM
14Advisory reps
31Employees
0Clients
0Planning clients
4Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2025 — ZWEIG-DIMENNA ASSOCIATES LLC reported RAUM up 39% ($1.03B -> $1.42B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
May 2024 — ZWEIG-DIMENNA ASSOCIATES LLC crossed $1B in regulatory AUM ($990.6M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
April 2024 — ZWEIG-DIMENNA ASSOCIATES LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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