Capital Z Asset Management, LLC
● SEC registered since 2014CRD 162210SEC# 801-79988
Reg. AUM
$255.9M
Employees
3
Accounts
1
Location
—
Capital Z Asset Management, LLC assets under management
Capital Z Asset Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2014. It reports $255.9 million in regulatory assets under management and employs 3 people.
Capital Z Asset Management, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fp III Eci Holdco, LLC Control | Member | 50-75% | 2008 |
| Jeffrey Bergman Control | Chief Compliance Officer / Member Of The Board Of Managers | Under 5% | 2022 |
| K Square Canada Limited Control | Member | 25-50% | 2023 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Capital Z Asset Management, LLC manage?
Capital Z Asset Management, LLC reports $255.9 million in regulatory assets under management on its Form ADV.
How many employees does Capital Z Asset Management, LLC have?
Capital Z Asset Management, LLC reports 3 employees.
Does Capital Z Asset Management, LLC disclose fund performance?
Capital Z Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 646-469-8046 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$255.9M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$255.9Mregulatory AUM
Discretionary $255.9M