CAPITAL Z PARTNERS MANAGEMENT, LLC
Firm details
- Headquarters
- NAPLES, Florida
- CRD number
- 157048
- Registered since
- March 30, 2012
- Website
- www.capitalz.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Capital Z Partners Management, LLC is a private equity manager that advises pooled investment vehicles for institutional clients. The firm acts as sponsor, general partner and managing member of its funds, placing primary emphasis on privately negotiated equity investments through pooled structures. Its advisory mandate is focused on portfolio management for those pooled vehicles rather than on direct individual client accounts, and its fee model blends AUM-based charges, fixed fees and performance-based incentives. The firm does not position itself as an allocator to a broad range of third‑party managers; instead it operates private equity funds while selectively using external alternative managers where appropriate. Capital Z Partners Management, LLC is not an active ESG investor and it is organized as an individually owned limited liability company. It has been SEC-registered since 2012.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ROLAND BERNARDON
Chief Financial OfficerCRD 4606555
Contacts
3 of 3JONATHAN KELLY
PartnerCRD 1855213
BRADLEY COOPER
PartnerCRD 1934071
ROBERT SPASS
PartnerCRD 1856482
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NAPLES, FL
COLLIER
Location
NAPLES, FL
Headquartered in NAPLES, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- COLLIER
- Address
- 4851 Tamiami Trl N
- Time zone
- ET (UTC-5)
- Office locations
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