CAPITAL Z PARTNERS MANAGEMENT, LLC

NAPLES, Florida·6 registered advisors·CRD# 157048
SEC# 801-733810212-965-2456
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
5
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at CAPITAL Z PARTNERS MANAGEMENT, LLC

6 registered advisors
Bharath Subramanian
NEW YORK, New York
Bradley Eric Cooper
NAPLES, Florida
Christopher Edward Wolfe
NEW YORK, New York
Jonathan Dennis Kelly
NAPLES, Florida
Robert Alan Spass
NAPLES, Florida
Roland Victor Bernardon
NAPLES, Florida
05

Office Locations

NAPLES, Florida
4 advisors
NEW YORK, New York
2 advisors

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Data sourced from SEC Form ADV filings. CAPITAL Z PARTNERS MANAGEMENT, LLC (CRD# 157048) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.