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Capital Z Asset Management, LLC

● SEC registered since 2014CRD 162210SEC# 801-79988
Export (members)
Reg. AUM
$205.8M
Employees
3
Accounts
1
Location

Capital Z Asset Management, LLC assets under management

Capital Z Asset Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2014. It reports $205.8 million in regulatory assets under management and employs 3 people.

Capital Z Asset Management, LLC owners & executives

15 reported
NameTitleOwnershipSince
Fp III Eci Holdco, LLC ControlMember50-75%2008
Jeffrey Bergman ControlChief Compliance Officer / Member Of The Board Of ManagersUnder 5%2022
K Square Canada Limited ControlMember25-50%2023
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Frequently asked questions

How much does Capital Z Asset Management, LLC manage?

Capital Z Asset Management, LLC reports $205.8 million in regulatory assets under management on its Form ADV.

How many employees does Capital Z Asset Management, LLC have?

Capital Z Asset Management, LLC reports 3 employees.

Does Capital Z Asset Management, LLC disclose fund performance?

Capital Z Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone646-469-8046
Office hours9 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$205.8M
Non-discretionary$0
Total (RAUM)$205.8M