Settlement Recoveries

When a settlement is the only way to redress the fraud or other financial issue you’re facing, you can trust Zamansky LLC to work diligently and effectively on your behalf. We’re trusted by everyone from individual investors to major hedge funds to represent them in and out of the courtroom to get them the settlements and recovery they deserve. Below are just a handful of the results we’ve achieved over the years so that you can rest assured that your in good hands when you contact us.

If you’re facing an issue with investment, fraud or financial investigations, contact us now or call us on 212-742-1414 for a legal consultation.

Ivy Asset Management Fund – Waddell & Reed Investors
$20 million dollar settlement on behalf of investors in the Ivy Asset Management Hedge Fund claiming investment fraud.

Option Overlay Strategy Recovery
$15 million recovered for investors in various option overlay strategies from various brokerage firms including UBS ( YES ) and Merrill Lynch (Harvest) claiming investment fraud.

Citigroup CSO Partners Hedge Fund
$13.5 million settlement for investors in the CSO Partners Hedge Fund based on investment fraud and misrepresentation.

Millennium Global Investment Hedge Fund
$13 million settlement on behalf of Millennium Global Investment Hedge Fund investors claiming fraudulent valuation of fund assets and investment fraud.

Bear Stearns Hedge Funds
$10 million settlement on behalf of investors in the Bear Stearns Hedge Funds claiming investment fraud.

IBM ERISA
$4.5 million settlement following victory in U.S. Supreme Court for IBM employees in employee stock plan claiming breach of fiduciary duty by Plan trustees.

JC Penney ERISA
$4.5 million settlement for JC Penney employees in the employee stock plan claiming breach of fiduciary duty by Plan trustees.

Avon ERISA
$4.5 million settlement for Avon employees in the employee stock plan for breach of fiduciary duty by Plan trustees.

Puerto Rico Credit Unions v. Various Brokerage Firms ( UBS, Merrill Lynch, Santander)
$30 million in various Puerto Rico Bond FINRA Arbitrations cases recovered for institutional investors claiming investment fraud.

Retail Investors v. Various Brokerage Firms ( UBS, Merrill Lynch, Santander )
$25 million arbitration recoveries for Puerto Rico Bond retail investors claiming investment fraud.

Retail Investors v. Various Brokerage Firms ( UBS, Merrill Lynch, Morgan Stanley, Citigroup )
$20 million recovered in various securities arbitration cases on behalf of retail investors claiming unsuitable investment recommendations and investment fraud.

Merrill Lynch Stock Analyst Settlement
$400,000 settlement on behalf of a retail investor claiming investment fraud by Merrill Lynch Stock Analyst.

To learn more about how we’ve helped those we work with, click here to read personal testimonials from those we’ve helped.

Client Reviews

“Jake Zamasky and his colleagues represented me in a FINRA arbitration case against a large multinational bank and succeeded in obtaining an award for the full amount of my investment losses. I would highly recommend the Zamansky firm for their experience in securities litigation, their level of detailed research and case preparation, and their ability to effectively fight for what’s right.”

Richard R.

“Throughout my entire case, Jake Zamansky was incredibly responsive and spent time walking me through each step of the process. He is professional and worked with my challenging schedule, even meeting with me nights and on weekends. He knew exactly which turn to take when it came to my case and yet was respectful of any decisions I wanted to make resulting in a positive outcome.”

Donald A.

“Jake Zamansky and his firm represented me in a FINRA arbitration case to recover investment losses. Jake and his team were very professional and worked very hard preparing for trial and then reaching a substantial settlement of our case. I would highly recommend them.”

William E.

“Jake Zamansky represented me in a FINRA arbitration case which allowed me to recover a substantial portion of investment losses. He is truly an expert in this space and I would highly recommend him to those investors who may have been been a victim of investment fraud.”

Chris K.

“Jake and his team did a great job communicating with me throughout the process of my lawsuit. I would recommend him to anyone looking to sue UBS for unethical practices.”

Mike A.

Related Pages

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Client Reviews