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Z2 INVESTMENT MANAGEMENT, LP
100 First Stamford Place, Suite 310
Stamford, Connecticut 06902
Tel: 914-504-2380
About Z2 INVESTMENT MANAGEMENT, LP
Z2 INVESTMENT MANAGEMENT, LP, formally registered with the SEC as Z2 INVESTMENT MANAGEMENT, LP. The firm was established in 06/02/2023. They have over 1 offices throughout the country.
Z2 INVESTMENT MANAGEMENT, LP is a Stamford, Connecticut based Financial Planning firm with nearly $859,579,074 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323514 |
| SEC# | 801-128099 |
| Assets Managed by Firm | $859,579,074 |
| No. of Clients | 3 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $859,579,074 |
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