JZ PARTNERS

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Adviser Profile
As of Date 10/02/2024
Adviser Type - Large advisory firm
Number of Employees 31 -8.82%
of those in investment advisory functions 22 -8.33%
Registration SEC, Approved, 3/30/2012
AUM* 723,408,181 -23.56%
of that, discretionary 723,408,181 -23.56%
Private Fund GAV* 723,408,181 -23.56%
Avg Account Size 90,426,023 -23.56%
SMA’s No
Private Funds 8
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 2B 2B 1B 1B 677M 338M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count8 GAV$723,408,181

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Brochure Summary

Overview

Jordan/Zalaznick Advisers, Inc. (d/b/a JZ Partners, LLC) (together with its relying advisers, the “Registrant”), along with certain affiliated entities that serve as general partners to private equity funds (collectively, “JZAI,” “us,” or “we”), provides investment advisory and other services. The Registrant was founded in December 1986 by David W. Zalaznick and John W. Jordan II, who are the sole owners of the firm. Mr. Zalaznick is the firm’s Chairman, while Mr. Jordan is an investor in the firm (having previously served as its president). We serve as the manager for JZCP, an investment fund publicly listed outside the United States, and as the management company and general partner for certain private equity collective investment vehicles, including EMF, Fund III, JZHL and Fund A (collectively with JZCP, the “Funds”). The Funds may make both equity and debt investments, depending upon the circumstances. As part of our activities on behalf of the Funds, we:
• Identify investment opportunities;
• Structure investments;
• Monitor,
evaluate and make decisions regarding the timing and disposition of investments; and
• Provide other related services. As of the date of this brochure, JZAI had approximately $723,408,181 in regulatory assets under management (in respect of unfunded capital commitments and invested capital) in relation to the Funds to which it provides advice on a discretionary basis. We do not provide non-discretionary advice to the Funds. Throughout this brochure, we disclose conflicts of interest and provide summaries of a number of our policies and procedures designed to detect and address these conflicts and others. In addition, conflicts of interest and specific risks are identified in the organizational / offering documents of Funds that we manage. Certain investment limitations for the Funds are also set out in their organizational documents. Please request a copy of the relevant Fund’s most current organizational / offering documents for a description of other conflicts and risks that might exist, and the relevant investment limitations.