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.