Zanbato Advisors provides portfolio management for pooled vehicles. The firm advises 58 private funds.
Zanbato Advisors reports 58 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($2.08B across 58 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 58 | $2.08B | 100.0% | $35.9M |
| Total | 58 | $2.08B | 100% | $35.9M |
- Clients
- 58
- Regulatory AUM
- $2.08B
- AUM share
- 100.0%
- Avg. per client
- $35.9M
Total
- Clients
- 58
- Regulatory AUM
- $2.08B
- AUM share
- 100%
- Avg. per client
- $35.9M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 58
Zanbato Advisors is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Zanbato Holding Company LLC owns 75% or more of Zanbato Advisors and is in turn owned by Zanbato, Inc. (75% or more). Knut Nicolai Sand is CEO; the leadership team includes President Gregory Lance Wright. It has 11 employees, 3 of them in advisory roles.
Leadership
- Knut Nicolai SandChief Executive Officer
- Gregory Lance WrightPresident
- Marianne RaffertyCCO
Staff
- 11 employees
- 3 in advisory functions
- 10 broker-dealer reps
- Owns 75% or more of Zanbato Advisors LLC
Zanbato Holding Company LLC
Control person · since April 2018
- Owns 75% or more of Zanbato Holding Company LLC
Zanbato, Inc.
Control person · since November 2015
Zanbato Advisors’ regulatory assets grew 6.2× from $335M (June 2024) to $2.08B (December 2025); clients rose from 24 to 58 and employees from 8 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| December 2025 | $2.08B | 58 | 11 | 1 |
| May 2025 | $507M | 25 | 12 | 1 |
| June 2024 | $335M | 24 | 8 | 1 |
Besides its headquarters, Zanbato Advisors has 0 offices, with 1 listed address in California.
California · 1 listed address
- 715 North Shoreline BLVD, Mountain ViewHQ
Other business names
Zanbato Advisors has reported 1 other business name to the SEC.
- Empire Canyon Capital
Contact and registration details
- Legal name
- Zanbato Advisors LLC
- Headquarters
- 715 North Shoreline BLVD, Mountain View, CA 94043
- Website
- zanbato.com
- Phone
- 866-926-2286
- @zanbato
- SEC file
- 801-130739
- Structure
- Delaware LLC
- Fiscal year end
- September
Zanbato Advisors has custody of $2.08B in client assets for 58 clients.
How many clients does Zanbato Advisors have?
Zanbato Advisors has 58 clients and manages $2.08 billion for them, as of December 2025. They include 58 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 December 2025
What services does Zanbato Advisors offer?
Zanbato Advisors provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Zanbato Advisors have?
Zanbato Advisors has 0 investment adviser representatives registered with state securities authorities, out of 11 employees, and 3 perform investment advisory functions. 10 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Zanbato Advisors?
Zanbato Advisors is owned through a holding company by Zanbato, Inc. Its direct owner is Zanbato Holding Company LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 December 2025
How does Zanbato Advisors get paid?
Zanbato Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Zanbato Advisors?
Zanbato Advisors’ main office is at 715 North Shoreline BLVD, Mountain View, CA 94043. Its phone number is 866-926-2286. Its website is zanbato.com.