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 institutional registered investment adviser organized as an LLC and SEC-registered since 2014. The firm’s stated client focus is institutional investors and its primary advisory activity is portfolio management for pooled investment vehicles. It acts in sponsor and general partner roles for pooled vehicles and manages those vehicles directly; fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
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
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