Capital Z Partners Management, Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 5
- Avg AUM / client
- $389M
- Accounts
- 5
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $0 | — |
| High net worth individuals | 0 | $0 | — |
| Banking or thrift institutions | 0 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 5 | $1.9B | 100.0% |
| Pension and profit sharing plans | 0 | $0 | — |
| Charitable organizations | 0 | $0 | — |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 0 | $0 | — |
| Other | 0 | $0 | — |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Capital Z Partners (Mga), Lp | Private Equity Fund | Cayman Islands | $635M | 80 |
| Capital Z Partners (Fidelis), L.P. | Private Equity Fund | Cayman Islands | $176M | 29 |
| Capital Z Partners (Riverside), Lp | Private Equity Fund | Cayman Islands | $166M | 36 |
| Capital Z Partners (Prestige), L.P. | Private Equity Fund | Cayman Islands | $107M | 24 |
| Capital Z Partners Co Invest (Pearl), L.P. | Private Equity Fund | Delaware | $1.6M | 18 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bernardon, Roland, Victor | Chief Financial Officer And Chief Compliance Officer | Nov 2006 (20y) | Less than 5% | |
| Cooper, Bradley, Eric | Member | Nov 2006 (20y) | 50% – 75% | |
| Kelly, Jonathan, Dennis | Partner | Nov 2006 (20y) | Less than 5% | |
| Spass, Robert, Alan | Member | Nov 2006 (20y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Capital Z Partners (Mga), Lp | Private Equity Fund | $635M | $0 | 80 |
| Capital Z Partners (Fidelis), L.P. | Private Equity Fund | $176M | $0 | 29 |
| Capital Z Partners (Riverside), Lp | Private Equity Fund | $166M | $0 | 36 |
| Capital Z Partners (Prestige), L.P. | Private Equity Fund | $107M | $0 | 24 |
| Capital Z Partners Co Invest (Pearl), L.P. | Private Equity Fund | $1.6M | $0 | 18 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.91 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗