Skip to content

Partheev Shah

Chief Operating Officer & Chief Compliance Officer at Zenith Solutions

Firm officerUpdated

Partheev Shah has been Chief Operating Officer & Chief Compliance Officer of Zenith Solutions, Inc., a Philadelphia, PA investment adviser managing $151M, since June 2022.

4
Years in role
$151M
Firm AUM
325
Firm clients
9
Firm advisers

From Form ADV filed 30 September 2026Form ADV

Career

Partheev Shah is a control person of Zenith Solutions and directly owns between 10% and 25% of it. Partheev Shah holds a Bachelor's degree in business administration from the University of Michigan Stephen M. Ross School of Business.

Zenith Solutions is an investment adviser based in Philadelphia, PA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include charitable organizations, high-net-worth individuals and individual clients. Its regulatory assets under management total $151 million, as filed on 30 September 2026. Its fees, ownership and offices are on the firm’s profile.

Partheev Shah is Managing Partner, Strategy and Operations Director of Zenith Wealth Partners, based in Philadelphia. He joined Zenith in 2022 and oversees the Finance, Administration and Operations functions. Before joining Zenith, he spent 15+ years scaling data-driven solutions as an investor and operator, and he started his career as a management consultant.

Key facts

CRD
7623466
Firm
Zenith Solutions · CRD 304732
Role
Chief Operating Officer & Chief Compliance Officer
In role since
June 2022 · 4 years
Control person
Yes
Direct ownership
10% to 25%
Firm headquarters
Philadelphia, PA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Partheev Shah work?

Partheev Shah has been Chief Operating Officer & Chief Compliance Officer of Zenith Solutions, Inc. since June 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 September 2026

How can I verify Partheev Shah’s record?

Partheev Shah’s role is listed on Zenith Solutions, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 304732.

Source: Form ADV, Schedule A, filed 30 September 2026

Leadership at Zenith Solutions

Sources

  1. IAPD individual lookup, CRD 7623466, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Zenith Solutions, Inc., filed 30 September 2026. Title, control and ownership bands.
  3. Zenith Solutions team page. Biography, education, credentials, awards.