Z3 Capital Partners, LLC
● SEC registered since 2025CRD 336791SEC# 801-133810Richmond, VA
Reg. AUM
$466.8M
Employees
5
Accounts
1,009
Location
Richmond, VA
Z3 Capital Partners, LLC assets under management
Z3 Capital Partners, LLC is a registered investment adviser overseen by the SEC based in Richmond, VA. The firm has been registered since 2025. It reports $466.8 million in regulatory assets under management and employs 5 people.
Z3 Capital Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alicia Coullier Borghi Control | Partner | Under 5% | 2017 |
| James Russell Hadaway | Chief Compliance Officer | Under 5% | 2025 |
| Scot Lee Morris Control | Principal, Owner | Over 75% | 2017 |
Frequently asked questions
How much does Z3 Capital Partners, LLC manage?
Z3 Capital Partners, LLC reports $466.8 million in regulatory assets under management on its Form ADV.
How many employees does Z3 Capital Partners, LLC have?
Z3 Capital Partners, LLC reports 5 employees.
Where is Z3 Capital Partners, LLC located?
Z3 Capital Partners, LLC is based in Richmond, VA and has been SEC-registered since 2025.
Does Z3 Capital Partners, LLC disclose fund performance?
Z3 Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1739 Kelly Road, Richmond, VA 23230 |
| Phone | 804-256-1770 |
| Fax | 804-256-1179 |
| Office hours | 9:00 To 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$466.8M▼ 5%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$466.8Mregulatory AUM
Discretionary $466.8M