Data / Investment advisers / Florida / Zega Investments, LLC
Zega Investments, LLC, Palm Beach Gardens, FL: $614 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Zega Investments, LLC is an SEC registered investment adviser with its main office in Palm Beach Gardens, Florida and reports $614 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include other investment advisers, high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Zega Investments, LLC (CRD number 330428): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 330428
- SEC file number
- 801-130244
- SEC status
- Approved, effective June 3, 2024
- Main office
- 3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410
- Phone
- (800) 380-9342
- Website
- luckinbillfinancial.com
- Regulatory AUM
- $614,016,453 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $614,016,453
- Accounts
- 1,315
- Employees
- 10, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 9
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 27 | $481.9 million |
| High net worth individuals | 58 | $90.4 million |
| Individuals (other than high net worth individuals) | 139 | $41.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $614 million | March 27, 2026 |
| December 1, 2025 | $548.8 million | October 14, 2025 |
Other advisers in Palm Beach Gardens
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Lri Investments | Palm Beach Gardens | $2.78 billion | Not listed | adviserinfo.sec.gov |
| Ram Realty Advisors LLC | Palm Beach Gardens | $2.14 billion | 8 | adviserinfo.sec.gov |
| Volatility Shares LLC | Palm Beach Gardens | $2.04 billion | Not listed | adviserinfo.sec.gov |
| Martin Investment Management, LLC | Palm Beach Gardens | $888.1 million | 1 | adviserinfo.sec.gov |
| American Ventures IM LLC | Palm Beach Gardens | $838.7 million | 27 | adviserinfo.sec.gov |
| Vine Investment Advisors, LP | Palm Beach Gardens | $583.5 million | 8 | adviserinfo.sec.gov |
| Atticus Wealth Management | Palm Beach Gardens | $565.3 million | Not listed | adviserinfo.sec.gov |
| Convergence Investment Partners, LLC | Palm Beach Gardens | $523.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palm Beach Gardens, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving other investment advisers
- Advisers serving high net worth individuals
- Zega Investments, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.