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ZANBATO ADVISORS LLC

MOUNTAIN VIEW, CA · CRD 311620 · IAPD ↗ · zanbato.com · 866-926-2286

$2.08BRegulatory AUM
3Advisory reps
11Employees
0Clients
n/aPlanning clients
58Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
January 2026 — ZANBATO ADVISORS LLC crossed $1B in regulatory AUM ($506.9M -> $2.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
January 2025 — ZANBATO ADVISORS LLC crossed $500M in regulatory AUM ($335.2M -> $506.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
83
August 2024 — ZANBATO ADVISORS LLC (MOUNTAIN VIEW, CA) is newly SEC-registered with $335.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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