4851 Tamiami Trail N
Suite 200
Naples, Florida 34103
Tel: 212-965-2456
CAPITAL Z PARTNERS MANAGEMENT, LLC, formally registered with the SEC as CAPITAL Z PARTNERS MANAGEMENT, LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.
CAPITAL Z PARTNERS MANAGEMENT, LLC is a Naples, Florida based Financial Planning firm with nearly $653,926,813 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 157048 |
SEC# | 801-73381 |
Assets Managed by Firm | $653,926,813 |
No. of Clients | 7 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 7 | $653,926,813 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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