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Capital Z Partners Management, LLC
SEC-regulated
Registered investment advisor
Capital Z Partners Management, LLC is a registered investment adviser based in Naples, FL, specializing in advising private investment funds focused on financial services businesses in the United States, Bermuda, and Europe, with a particular emphasis on the insurance industry. The firm, established in 2006, is owned by Robert Spass and Bradley Cooper. They provide proactive sourcing of proprietary transactions and value addition to portfolio companies. Capital Z Partners manages approximately $1.85 billion on a discretionary basis and charges management fees ranging from 1% to 2% per annum, which are typically due at the beginning of each quarter. The firm may also receive other fees and expenses related to the activities of the funds. They do not participate in wrap fee programs and do not engage in principal transactions. Investment discretion is granted to the firm by the funds' investment management agreements. The firm's investment strategies involve concentrated investments in financial services businesses, which carry inherent risks such as lack of market liquidity and regulatory challenges. Clients should be prepared for potential losses and bear the risks associated with the investment strategy. The firm's principals have no disciplinary events in the last ten years, and they do not accept compensation for the sale of securities or other investment products. For more information, visit www.capitalz.com.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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