CAPITAL Z ASSET MANAGEMENT, LLC

6 registered advisors·CRD# 162210
SEC# 801-799882646-469-8046
01

Firm Overview

AUM
$223M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
03

Specialties

Retirement PlanningFee-Only Advisory
04

Advisors at CAPITAL Z ASSET MANAGEMENT, LLC

6 registered advisors
Andrew M. Freeman
NEW YORK, New York
Gerald Adler
NEW YORK, New York
Jeffrey Bergman
FAIRFIELD, New Jersey
Laurence Wing Yiu Cheng
NEW YORK, New York
Mitchell Presser
NEW YORK, New York
William Dexter Paine
NEW YORK, New York
05

Office Locations

NEW YORK, New York
5 advisors
FAIRFIELD, New Jersey
1 advisor

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Data sourced from SEC Form ADV filings. CAPITAL Z ASSET MANAGEMENT, LLC (CRD# 162210) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.