
Zak Shaik
Fund Manager
Mr.Shaik, as a fund manager and a licensed Fiduciary since 2004, in operating the Beacon
Fund L.P. with strict adherence to its core investment philosophy and the highest
compliance standards; communicating closely with investors concerning transactions and
unique strategies; contributing his over 30 years of experience to big-picture decisions
relating to investments and corporate direction are his primary responsibilities. From
1995 until present, Mr. Shaik has also offered private wealth management services while
incorporating advanced tax planning services to HNW and UHNW business owners and family
offices.
Capitalizing on the GFC of 2008, he created a unique “friendly debt buyer” fund called
the Forebridge Capital L.P. that operated as a joint venture between him and the
investors to assist creditors and debtors alike exit distressed debt. The debtors were
able to retain their assets without resorting to bankruptcy and recover with the
economy. He is also the Chief Investment Officer for this Beacon Fund L.P. and a senior
member of the advanced tax planning team at Sabur Private Wealth Management an
independent RIA firm.
Mr. Shaik did his undergrad studies at Rutgers University in New Jersey, while working
full time in the financial services industry. He holds nine insurance licenses, three
investment licenses and several designations and certifications related to investment
banking, real estate, title, taxation, financial planning, trust planning etc. With vast
amount of knowledge comes a clear understanding to effectively serve the needs of his
HNW and uHNW entrepreneurs to offer advanced private wealth enhancement services to US
Persons worldwide.
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*non-Oaktree employee