Zeke Capital Advisors - aVenture Asset Manager Research
Location
Berwyn, PA, US
Founded
2008
Zeke Capital Advisors operated as a multi-family office firm specializing in wealth management, custom portfolio strategies, and holistic planning for high-net-worth individuals, families, and foundations. The firm provided customized investment advisory and family office services tailored to client needs.
In February 2023, Sequoia Financial Group completed its acquisition of Zeke Capital Advisors. The transaction integrated Zeke Capital Advisors into Sequoia Financial Group's family office and wealth management practice.
Zeke Capital Advisors - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Series D1 (100.0%)
Stage Mix
Series D 100%
Concentration shown as share of disclosed investments by stage.