CAPITAL Z PARTNERS MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$389M
Accounts
5
Employees
5
Advisory reps
4

Firm details

Headquarters
NAPLES, Florida
CRD number
157048
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Capital Z Partners Management, LLC is a private equity manager that advises pooled investment vehicles for institutional clients. The firm acts as sponsor, general partner and managing member of its funds, placing primary emphasis on privately negotiated equity investments through pooled structures. Its advisory mandate is focused on portfolio management for those pooled vehicles rather than on direct individual client accounts, and its fee model blends AUM-based charges, fixed fees and performance-based incentives. The firm does not position itself as an allocator to a broad range of third‑party managers; instead it operates private equity funds while selectively using external alternative managers where appropriate. Capital Z Partners Management, LLC is not an active ESG investor and it is organized as an individually owned limited liability company. It has been SEC-registered since 2012.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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
  • ROLAND BERNARDON

    Chief Financial OfficerCRD 4606555

Contacts

3 of 3
  • JONATHAN KELLY

    PartnerCRD 1855213

  • BRADLEY COOPER

    PartnerCRD 1934071

  • ROBERT SPASS

    PartnerCRD 1856482

Wealth teams

FINTRX

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

NAPLES, FL

COLLIER

Location

NAPLES, FL

Headquartered in NAPLES, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
COLLIER
Address
4851 Tamiami Trl N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth