| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| United Submarine Alliance (USA) Qualified Opportunity Fund LP | Real Estate | $149.4M | $8M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Capzone Impact Investments, LLC Control | Owner | Over 75% | 2019 |
| Charles Thornton Lake Control | President | Under 5% | 2019 |
| Jaime Melissa McPhee | Chief Compliance Officer | Under 5% | 2025 |
Capzone Management LLC reports $204.8 million in regulatory assets under management on its Form ADV.
Capzone Management LLC manages 1 private funds with combined gross assets of $149.4 million.
Capzone Management LLC reports 14 employees.
Capzone Management LLC is based in Norwalk, CT and has been SEC-registered since 2024.
Capzone Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 50 Washington Street, 9th Floor, Suite 402e, Norwalk, CT 06854 |
| Phone | 203-299-2376 |
| Fax | N/A |
| Office hours | 8:00 A.M .To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $204.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $204.8M |