OZE Capital LLC
Firm details
- Headquarters
- Florham Park, New Jersey
- CRD number
- 327276
- Registered since
- September 22, 2023
- Website
- www.ozecapital.com
- Fee structure
- Fixed Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
OZE Capital LLC is a limited liability company that operates as a private-equity-focused investment manager for institutional clients. The firm is SEC-registered (since 2023) and concentrates on managing pooled investment vehicles rather than acting as a capital allocator. Its advisory mandate is portfolio management for pooled funds, and it commonly serves as sponsor, general partner, and managing member of those vehicles. Fee arrangements include fixed fees and performance-based fees, with other fee components also possible. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser or pension consultant.
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
2 of 2
Donna Rittershausen
Chief Compliance OfficerCRD 1480201

Loukas Theodorou
Partner & Chief Operating OfficerCRD 6209508
Contacts
3 of 3Eric Miller
Managing DirectorCRD 2799274
Michael Miller
Founding PartnerCRD 2087518

Amy Leibel
Vice President, FinanceCRD 6481785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Florham Park, NJ
Morris
Location
Florham Park, NJ
Headquartered in Florham Park, NJ, 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
- Morris
- Address
- 25 B Vreeland Rd
- Time zone
- ET (UTC-5)
- Office locations
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