Zermatt Wealth Partners Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 1982

Year Founded

  • Professionals
  • 5

Professionals

  • AUM

Zermatt Wealth Partners General Information

Description

Zermatt Wealth Partners is a wealth management firm based in San Diego, California. Established in 1982, the firm provides personalized wealth planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The assets of the firm are managed by the executive management team.

Contact Information

Website
zermattwealth.com
Year Founded
1982
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Corporate Office
  • 2251 San Diego Avenue
  • Suite B-257
  • San Diego, CA 92110
  • United States
+1 (619)

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Zermatt Wealth Partners Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Zermatt Wealth Partners Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Zermatt Wealth Partners FAQs

  • When was Zermatt Wealth Partners founded?

    Zermatt Wealth Partners was founded in 1982.

  • Where is Zermatt Wealth Partners headquartered?

    Zermatt Wealth Partners is headquartered in San Diego, CA.

  • How many Assets Under Management (AUM) does Zermatt Wealth Partners have?

    Zermatt Wealth Partners has in assets under management.

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