# Capital Z Partners Management, LLC

> Capital Z Partners Management, LLC is an SEC-registered investment advisory firm in Naples, FL, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 157048
- Filed as: CAPITAL Z PARTNERS MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157048
- AdvisorCensus page: https://advisorcensus.com/firm/capital-z-partners-management-llc-naples-fl-157048

## Quick answers

**How is Capital Z Partners Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Z Partners Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**How much does Capital Z Partners Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Capital Z Partners Management, LLC located?**
Capital Z Partners Management, LLC's principal office is in Naples, FL, according to its Form ADV.

**Is Capital Z Partners Management, LLC registered with the SEC or a state?**
Capital Z Partners Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157048.

**How much does Capital Z Partners Management, LLC manage?**
Capital Z Partners Management, LLC reports $1,944,681,244 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Capital Z Partners Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Capital Z Partners Management, LLC: Regulatory assets under management: $259,283,562 in the October 2021 data and $1,944,681,244 in the October 2026 data, up 650%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Capital Z Partners Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Capital Z Partners Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157048

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: 1% to 2% a year (a range, as the brochure states it)

> The terms of the management fees may vary among the Funds and typically range from 1% to 2% per annum. Management fees are not generally negotiable, although they may be waived, reduced or calculated differently in our sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,944,681,244
- Discretionary: $1,944,681,244
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $1,944,681,244 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [capitalz.com](https://capitalz.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $259,283,562 | 5 | September 2, 2021 |
| October 2022 | $337,235,548 | 5 | March 29, 2022 |
| October 2023 | $653,926,813 | 5 | March 26, 2023 |
| October 2024 | $1,085,491,949 | 5 | March 21, 2024 |
| October 2025 | $1,854,552,979 | 5 | March 22, 2025 |
| October 2026 | $1,944,681,244 | 5 | March 25, 2026 |

Regulatory assets under management: $259,283,562 in the October 2021 data and $1,944,681,244 in the October 2026 data, up 650%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Z Partners Management, LLC (CRD 157048): Form ADV filing data as of October 2026.