RELYEA ZUCKERBERG HANSON LLC

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Relyea Zuckerberg Hanson is based out of Stamford. Relyea Zuckerberg Hanson is a large advisory firm with 240 clients and discretionary assets under management (AUM) of $863,260,610 (Form ADV from 2019-08-22). Their last reported 13F filing for Q4 2019 included $104,160,000 in managed 13F securities and a top 10 holdings concentration of 40.99%. Relyea Zuckerberg Hanson's largest holding is Vanguard Value ETF with shares held of 54,170. Whalewisdom has at least 1 13F filings

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12/31/2019

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

RZH ADVISORS LLC
ONE LANDMARK SQUARE 11TH FLOOR
STAMFORD CT    06901
Country: United States

Business Phone: 203-355-0880
Fax: 203-355-0881
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CT
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 398,269,000
Total Number of Clients: 240
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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RELYEA ZUCKERBERG HANSON, LLC

ownership team - last updated 2019-08-22
Name Title Start Date Direct/Indirect % Ownership
MILLINGTON, DANA, ANN MEMBER OWNER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER direct 2000-03-01
ZUCKERBERG, CARL, JONATHAN MEMBER OWNER/CHIEF COMPLIANCE OFFICER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/CHIEF COMPLIANCE OFFICER direct 2000-03-01
COOPER, SPENCER, MORRIS MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY 01/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY direct 2015-01-01

RELYEA ZUCKERBERG HANSON, LLC

ownership team - last updated 2019-05-02
Name Title Start Date Direct/Indirect % Ownership
MILLINGTON, DANA, ANN MEMBER OWNER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER direct 2000-03-01
ZUCKERBERG, CARL, JONATHAN MEMBER OWNER/CHIEF COMPLIANCE OFFICER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/CHIEF COMPLIANCE OFFICER direct 2000-03-01
COOPER, SPENCER, MORRIS MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY 01/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY direct 2015-01-01

RELYEA ZUCKERBERG HANSON, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
MILLINGTON, DANA, ANN MEMBER OWNER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER direct 2000-03-01
ZUCKERBERG, CARL, JONATHAN MEMBER OWNER/CHIEF COMPLIANCE OFFICER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/CHIEF COMPLIANCE OFFICER direct 2000-03-01
COOPER, SPENCER, MORRIS MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY 01/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY direct 2015-01-01

RELYEA ZUCKERBERG HANSON, LLC

ownership team - last updated 2018-11-12
Name Title Start Date Direct/Indirect % Ownership
MILLINGTON, DANA, ANN MEMBER OWNER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER direct 2000-03-01
ZUCKERBERG, CARL, JONATHAN MEMBER OWNER/CHIEF COMPLIANCE OFFICER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/CHIEF COMPLIANCE OFFICER direct 2000-03-01
COOPER, SPENCER, MORRIS MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY 01/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY direct 2015-01-01

RELYEA ZUCKERBERG HANSON, LLC

ownership team - last updated 2018-04-13
Name Title Start Date Direct/Indirect % Ownership
MILLINGTON, DANA, ANN MEMBER OWNER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER direct 2000-03-01
ZUCKERBERG, CARL, JONATHAN MEMBER OWNER/CHIEF COMPLIANCE OFFICER 03/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/CHIEF COMPLIANCE OFFICER direct 2000-03-01
COOPER, SPENCER, MORRIS MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY 01/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
RELYEA ZUCKERBERG HANSON, LLC MEMBER OWNER/DIRECTOR OF RESEARCH AND STRATEGY direct 2015-01-01

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