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Jaime Melissa McPhee

Chief Compliance OfficerCapzone Management LLCCRD 5061602

About Jaime Melissa McPhee

Jaime Melissa McPhee is listed as Chief Compliance Officer at Capzone Management LLC in Norwalk, CT. Form ADV reports a beneficial ownership band of Under 5%. Jaime Melissa McPhee is associated with 6 registered advisers.

Reported ownership

Owns Under 5% of Capzone Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jaime Melissa McPhee work?

Jaime Melissa McPhee is listed as Chief Compliance Officer at Capzone Management LLC on SEC Form ADV.

How much of Capzone Management LLC does Jaime Melissa McPhee own?

Form ADV reports a beneficial ownership band of Under 5%.

Capzone Management LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2025

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TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
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TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
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TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2024

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TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2024

37spruce Investment Partners, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2026