Home
›
Firms
›
CAPITAL Z PARTNERS MANAGEMENT, LLC
CAPITAL Z PARTNERS MANAGEMENT, LLC
NAPLES, Florida
·
6 registered advisors
·
CRD# 157048
SEC# 801-73381
0
212-965-2456
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
CRD# 5218666
Bradley Eric Cooper
NAPLES, Florida
CRD# 1934071
Christopher Edward Wolfe
NEW YORK, New York
CRD# 6769123
Jonathan Dennis Kelly
NAPLES, Florida
CRD# 1855213
Robert Alan Spass
NAPLES, Florida
CRD# 1856482
Roland Victor Bernardon
NAPLES, Florida
CRD# 4606555
05
Office Locations
NAPLES, Florida
4 advisors
NEW YORK, New York
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
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
.