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 an SEC-registered private equity manager that focuses on advising pooled investment vehicles for institutional investors. The firm is organized as a limited liability company, owned by an individual, and registered with the SEC in 2023. Its advisory activity centers on portfolio management for pooled funds, and it also serves as sponsor/GP/managing member for the vehicles it runs. Fee arrangements include fixed fees, performance‑based fees and other fee structures. The firm does not identify as an active ESG investor and is not registered 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 2DONNA RITTERSHAUSEN
Chief Compliance OfficerCRD 1480201
LOUKAS THEODOROU
Partner & Chief Operating OfficerCRD 6209508
Contacts
3 of 3ERIC MILLER
Managing DirectorCRD 2799274
AMY LEIBEL
Vice President, FinanceCRD 6481785
MICHAEL MILLER
Founding PartnerCRD 2087518
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
- 25B Vreeland Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
RIAFLORHAM PARK, NJ
EAST COAST WEALTH MANAGEMENT, INC.
RIAFLORHAM PARK, NJ
WISS PRIVATE CLIENT ADVISORS, LLC
RIAFLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT
RIAFLORHAM PARK, NJ
BODNAR FINANCIAL ADVISORS, INC.
RIAFLORHAM PARK, NJ
NEIL E. BURNS, LLC
RIAFLORHAM PARK, NJ