Anzu Partners, LLC

Anzu Partners, LLC, established in September 2014, specializes in investing in industrial technologies. The firm collaborates with entrepreneurs to develop and commercialize technological innovations by providing capital and expertise in business development, market positioning, global connectivity, and operations. Anzu Partners manages investments on behalf of advisory clients through privately offered pooled investment funds and special purpose vehicles. The firm's regulatory assets under management were $975,853,540 as of December 31, 2024, managed on a discretionary basis. Anzu Partners receives management fees from funds, typically up to 2.5% annually, with the ability to reduce or waive fees. Incentive fees or performance-based distributions may also apply. The firm does not participate in wrap fee programs. Investment discretion is granted to the firm, which conducts due diligence on potential targets and provides ongoing assistance to portfolio companies. Anzu Partners addresses conflicts of interest through its Code of Ethics and compliance manual. The firm engages third-party placement agents for investor referrals, with costs offset against management fees. Anzu Partners complies with custody rules, has discretionary authority over client accounts, and votes proxies diligently in the best interests of clients. The firm has no disciplinary events and maintains financial stability. For more information, contact the Chief Compliance Officer at (202) 742-5870 or [email protected].