Capzone Management LLC

Overview

Capzone Management LLC is a limited liability company that registered with the SEC in 2024 and operates as an adviser to pooled investment vehicles. The firm is classified as a real estate fund manager and serves an institutional client base. Its stated advisory activity is portfolio management for pooled vehicles, and it also acts in sponsor/GP/managing member roles for those vehicles rather than functioning primarily as a capital allocator. The firm’s fee model combines a percentage-of-AUM charge with performance-based fees, and it reports all assets as discretionary. Capzone does not identify as an active ESG investor and is not listed as a multi-state adviser, pension consultant, or related adviser in the provided data.

Assets & Accounts

Investments & Alternatives