JZ PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$517M
Discretionary
$517M
100% of AUM
Avg account
$64.7M
Accounts
8
Employees
25
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
160932
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

JZ Partners is structured as a corporation and operates as a private equity fund adviser that has been SEC-registered since 2012. The firm’s client base is institutional, and its advisory mandate centers on portfolio management for pooled investment vehicles. It performs sponsor and general partner roles for those vehicles, acting as an adviser/manager rather than as a broad capital allocator or pension consultant. The firm’s economics combine asset-based fees with performance-linked compensation, consistent with private fund structures that include carried interest or similar incentive arrangements. JZ Partners does not identify as an active ESG investor and is not presented as a multi-state advisory platform.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • SANG KYU LEE

    Chief Financial Officer & Chief Compliance OfficerCRD 6313885

Contacts

2 of 2
  • DAVID ZALAZNICK

    Co-ChairmanCRD 712135

  • JOHN JORDAN

    ShareholderCRD 262068

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
70 E 55th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth