Capital Z Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 162210
- Registered since
- July 2, 2014
- Website
- paineschwartz.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Capital Z Asset Management, LLC is an SEC-registered investment adviser formed in 2014 and organized as an LLC. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles rather than direct retail relationships. It charges fees as a percentage of assets under management and does not identify itself as a capital allocator. Beyond advisory services, the firm has roles consistent with sponsor/GP and managing member responsibilities for pooled vehicles, indicating it both advises and participates in the governance or sponsorship of funds it manages. Capital Z is not flagged as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or a related adviser to another registered entity.
Assets & Accounts
Investments & Alternatives
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
Robert Meyer
Chief Financial OfficerCRD 6000502
Jeffrey Bergman
Chief Compliance OfficerCRD 4103407
Contacts
1 of 1
William Paine
ChairmanCRD 1648912
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Certis Capital Management, Inc.
RIASanta Barbara, CA
Sonoma West Advisors
RIAPeakstone Financial Advisors
RIAChevy Chase, MD
Donald Smith, L.P.
RIANew York, NY
Swbc Investment Company
RIASan Antonio, TX
Five Talents Financial Management Group LLC
RIAWest Des Moines, IA