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 $1,085,491,949 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 5 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157048 |
| SEC# | 801-73381 |
| Assets Managed by Firm | $1,085,491,949 |
| No. of Clients | 5 |
| No. of Advisors | 5 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $1,085,491,949 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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