CAPZONE MANAGEMENT LLC
Firm details
- Headquarters
- NORWALK, Connecticut
- CRD number
- 330135
- Registered since
- April 26, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Capzone Management LLC is an SEC-registered manager organized as a limited liability company and classified as a real estate fund adviser. The firm targets institutional clients and provides portfolio management for pooled investment vehicles, acting in sponsor, general partner, and managing-member roles for those vehicles. Its fee schedule combines a percentage-of-AUM component with performance-based fees. Capzone reports that it is not an active ESG investor and does not operate as a multi-state adviser.
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
3 of 3ALFRED PUCHALA
Chief Executive OfficerCRD 1962199
CHARLES LAKE
Chief Financial OfficerCRD 7884046
JAIME MCPHEE
Chief Compliance OfficerCRD 5061602
Contacts
2 of 2KIMBERLY LAKE
Chair of the BoardCRD 7884029
Cody West
Senior Investment AssociateCRD 7144358
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORWALK, CT
FAIRFIELD
Location
NORWALK, CT
Headquartered in NORWALK, CT, 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
- FAIRFIELD
- Address
- 50 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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