Institutional
    SEC Registered

    Zais Group

    Registered investment advisor · Holmdel, New Jersey · CRD #108371

    Assets Under Management
    $5.3B
    Client Accounts
    40
    Employees
    46
    CRD Number
    108371
    Registration
    SEC Registered
    Custodian
    State Street Global Operations, The Bank Of Ny Mellon

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Zais Group

    ZAIS Group is an investment advisory and asset management firm founded in 1997, specializing in credit strategies, with a focus on financial services. It employs 51-200 people and is headquartered in New Jersey.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Zais Group's AUM?

    Zais Group reports approximately $5.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Zais Group headquartered?

    Zais Group is headquartered in Holmdel, New Jersey.

    What is Zais Group's CRD number?

    Zais Group's CRD number is 108371. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Zais Group manage?

    Zais Group manages approximately 40 client accounts according to its latest SEC filing.

    Is Zais Group SEC registered?

    Yes, Zais Group is registered with the SEC as an investment adviser with an approved registration status.

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