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NZS CAPITAL LLC

DENVER, CO · CRD 305093 · IAPD ↗ · nzscapital.com · 720-282-9746

$4.06BRegulatory AUM
5Advisory reps
9Employees
0Clients
n/aPlanning clients
4Private funds
1States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — NZS CAPITAL LLC reported RAUM up 38% ($2.93B -> $4.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — NZS CAPITAL LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2025 — NZS CAPITAL LLC reported RAUM up 30% ($2.26B -> $2.93B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — NZS CAPITAL LLC reported RAUM up 68% ($1.35B -> $2.26B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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