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CAPITAL Z PARTNERS MANAGEMENT, LLC

NAPLES, FL · CRD 157048 · IAPD ↗ · capitalz.com · 212-965-2456

$1.94BRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2025 — CAPITAL Z PARTNERS MANAGEMENT, LLC reported RAUM up 71% ($1.09B -> $1.85B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — CAPITAL Z PARTNERS MANAGEMENT, LLC crossed $1B in regulatory AUM ($653.9M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.