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ZBS PARTNERS, LLC

NEW YORK, NY · CRD 326727 · IAPD ↗ · zbspartners.com · 651-503-7768

$1.41BRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — ZBS PARTNERS, LLC crossed $1B in regulatory AUM ($728.0M -> $1.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
April 2024 — ZBS PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — ZBS PARTNERS, LLC crossed $500M in regulatory AUM ($253.5M -> $728.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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