Zeo Capital Advisors, LLC Email Format
Financial ServicesCalifornia, United States0-1 Employees
Zeo Capital Advisors, LLC is a small financial services firm based in San Francisco, California. It specializes in sustainable credit and manages duration-specific high-yield strategies for institutional clients and independent RIAs. The firm targets investors seeking high-yield credit exposures aligned with defined time horizons, serving both institutions and Independent RIAs. In 2022, Zeo Capital Advisors was acquired by Osterweis Capital Management, with the Zeo team joining Osterweis. The transaction involved Osterweis acquiring certain Zeo business assets as part of the deal.