Roger
Ibbotson

Zebra Capital Management, LLC

CRD#4393768
Investment Advisor
in Milford, CT

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About this Advisor

Roger Ibbotson is a financial advisor based in Milford, Connecticut, working with Zebra Capital Management, LLC. Roger has previously held positions at Yale School Of Management, Zebra Advisors, L.L.C, Zebra Capital Management, L.L.C, Dfa, Inc Funds, and Zebra Fund Advisors, LLC. Roger is registered to provide services in Connecticut. Currently, Roger is part of Zebra Capital Management, LLC, which operates out of Milford, Connecticut. The firm has 9 employees and manages assets totaling $3.2 million. The services offered by the firm include portfolio management for pooled investment vehicles and other services. The fee structure at Zebra Capital Management, LLC includes asset-based and performance-based fees.

Services Offered

Portfolio management for pooled investment vehicles, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

612 Wheelers Farms Road
Milford, CT 06460

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Zebra Capital Management, LLC Brokerage Details

Total Assets Under Management

$3,152,464

CT Average: $5,297,377,271
Total Number of Employees

9

CT Average: 35
Total Number of Accounts

2

CT Average: 690
Average Account Size

$1,576,232

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Other

Roger Ibbotson Work History

2008 - Present (17 years)

Zebra Fund Advisors, LLC

2001 - Present (24 years)

Zebra Advisors, L.L.C

2001 - Present (24 years)

Zebra Capital Management, L.L.C

1984 - Present (41 years)

Yale School Of Management

1981 - Present (44 years)

Dfa, Inc Funds

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Roger Ibbotson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Zebra Capital Management, LLC

Roger Ibbotson
Milford, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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