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CAPITAL Z PARTNERS MANAGEMENT, LLC

4851 Tamiami Trail N
Suite 200
Naples, Florida 34103
Tel: 212-965-2456

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About CAPITAL Z PARTNERS MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#157048
SEC#801-73381
Assets Managed by Firm$653,926,813
No. of Clients7
No. of Advisors5

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Portfolio Management for pooled Investment

Firm Client Information

No. of ClientsAUM
Firm Total7$653,926,813

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