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Jz Partners
SEC-regulated
Registered investment advisor
JZ Partners, LLC, founded in December 1986 by David W. Zalaznick and John W. Jordan II, provides investment advisory services to various private equity funds. The firm manages JZCP, a publicly listed investment fund, and serves as the general partner for private equity collective investment vehicles such as EMF, Fund III, JZHL, and Fund A. JZAI had approximately $946,379,598 in regulatory assets under management as of the brochure date. The firm's investment strategies include making both equity and debt investments, with a focus on micro-cap buyouts, real estate opportunities, mezzanine investments, and listed bank debt. JZAI is compensated through management fees, performance-based fees, transaction fees, and other fees based on the Funds it manages. The firm discloses conflicts of interest and implements policies to address them. Clients receive regular updates on material changes and financial information. JZAI exercises investment discretion for the Funds and may engage in proxy voting on a case-by-case basis. The firm has adopted a Code of Ethics and policies on gifts and entertainment to maintain professional standards. JZAI does not have custody of client assets, and there are no financial conditions that impair its ability to meet contractual commitments.
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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