NZS CAPITAL LLC

1756 Platte Street
Denver, Colorado 80202
Tel: 720-282-9746

About NZS CAPITAL LLC

NZS CAPITAL LLC, formally registered with the SEC as NZS CAPITAL LLC. The firm was established in 07/17/2020. They have over 1 offices throughout the country.

NZS CAPITAL LLC is a Denver, Colorado based Financial Planning firm with nearly $2,259,424,480 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305093
SEC#	801-119089
Assets Managed by Firm	$2,259,424,480
No. of Clients	8
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$2,259,424,480
Pension and profit sharing plans	Fewer than 5 clients	$36,284,354
Corporations or other businesses	Fewer than 5 clients	$934,992

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