CAPITAL Z PARTNERS MANAGEMENT, LLC other names

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Adviser Profile

As of Date:

03/21/2024

Adviser Type:

- Large advisory firm

Number of Employees:

5

of those in investment advisory functions:

3

Registration:

SEC, Approved, 3/30/2012

AUM:

1,085,491,949 66.00%

of that, discretionary:

1,085,491,949 66.00%

Private Fund GAV:

1,085,491,949 66.00%

Avg Account Size:

217,098,390 132.39%

SMA’s:

NO

Private Funds:

5 2

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
654M 561M 467M 374M 280M 187M 93M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

BPE Solicitors advises Partners& on latest acquisition
03/29/2021

BPE’s Corporate team has previously acted for Partners& advising on investment from private equity firm Capital Z Partners and the subsequent acquisition of six insurance advisory businesses. Kean said: "It was great to work again with Phil and the team ...

insidermedia.com

BPE Solicitors advises Partners& on latest acquisition
03/29/2021

BPE’s Corporate team has previously acted for Partners& advising on investment from private equity firm Capital Z Partners and the subsequent acquisition of six insurance advisory businesses. Kean said: "It was great to work again with Phil and the team ...

insidermedia.com

Chinese biopharma firm ImmuneOnco bags $89m in Series C round
03/24/2021

ImmuneOnco Biopharma has raked in as much as $89 million in a Series C round co-led by Greater Bay Area Homeland Investments Limited.

dealstreetasia.com

LONDON BRIEFING: Aviva promises "substantial return of capital"
03/04/2021

Company to be valued at around $10.5 bln* Some big fund managers steering clear* Listing to be London's biggest since 2011 (Adds company comment)By Lawrence WhiteLONDON, March 30 (Reuters ...

lse.co.uk


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 5 $1,085,491,949

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Private Funds



Employees




Brochure Summary

Overview

Capital Z Partners Management, LLC (“CZPM”, “we”, “us” or “our”) was formed as a Delaware limited liability company, and is based in Naples, FL. We are an investment management firm that advises private investment funds that invest in insurance, specialty finance, banking, asset management, securities brokerage and related services businesses, primarily in the United States, Bermuda and Europe, with a particular focus on the insurance industry (collectively, “financial services businesses”). We were established in 2006 as a successor to a previous entity performing similar investment management services, and we are principally owned by Robert Spass and Bradley Cooper (collectively, the “Principals”). We provide investment management services to private investment funds that invest in financial services businesses. These private investment funds are collectively referenced in this brochure as the “Funds” or as our “Clients”. Investors in the Funds are referenced in this brochure as “investors” or “limited partners”. We advise each of the Funds in connection with its respective investments in the financial services businesses. Through our extensive history of investing in financial services businesses, we have developed an expertise and relationships that allow us to proactively source
proprietary transactions across multiple industry sub-sectors and add significant value to each of the portfolio companies in which the Funds invest. In addition, we have developed a core competency in completing certain types of transactions specific to the Funds’ areas of focus that possess attractive valuation and structural characteristics. On behalf of our Clients, we are actively involved with the portfolio companies of the Funds in a number of capacities, including: (i) assisting in setting strategic direction and priorities; (ii) designing specific performance improvement projects; (iii) helping to identify and recruit managers; (iv) advising on acquisition and financing transactions; (v) contributing market information; and (vi) developing a targeted investor relations program. We tailor our advisory services to the stated objectives of the Funds. Limitations and restrictions on certain investments or types of investments, if any, are set forth in the operative agreements of, and/or the investment management agreements entered into with, the Funds. Wrap Fee Programs We do not participate in wrap fee programs. Assets Under Management We manage approximately $1,085,491,949 on a discretionary basis. We do not manage any assets on a non-discretionary basis.