← Tributary

Z2 INVESTMENT MANAGEMENT, LP

STAMFORD, CT · CRD 323514 · IAPD ↗ · z2mgmt.com · 914-504-2380

$859.6MRegulatory AUM
8Advisory reps
8Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2025 — Z2 INVESTMENT MANAGEMENT, LP (STAMFORD, CT) left the SEC roster (was $859.6M RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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