CAPITAL Z PARTNERS Overview

Capital Z Partners Management Llc is an investment advisor that manages 598.4 MM dollars in regulatory AUM and has 11 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 122MM in positions, representing 20% of the manager's regulatory AUM.

CAPITAL Z PARTNERS StockAlpha

-19.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAPITAL Z PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NEWS 76.33% Financials -8.34% -28.13% 220 0%
CFCB 23.67% Financials 37.18% 2.86% 3 2%
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FEATURED IN
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CAPITAL Z PARTNERS Founders and Key Employees

Name Title In Position Since
Craig A. Fisher General Counsel And Chief Compliance Officer November-2006
Roland V. Bernardon Chief Financial Officer November-2006
Robert A. Spass Member November-2006
Bradley E. Cooper Member November-2006
Jonathan D. Kelly Partner November-2006

CAPITAL Z PARTNERS Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro

CAPITAL Z PARTNERS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Item 4 hereof contains a description of the methods of analysis and investment strategies that we use in formulating investment advice or managing assets.

All securities investments involve risk of loss, and Clients should be prepared to bear such risk. We make no guarantee or representation that its Clients will achieve their investment objectives or that Clients will receive a return of their capital.

The following is a list of material risks associated with the investment strategy or method of analysis that we use in formulating investment advice or managing assets:

 The investments made by the Funds typically do not generate current income. Therefore, the return of capital and the realization of gains, if any, from an investment generally will occur only upon the partial or complete disposition of such investment.



7

 Generally, t...
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CAPITAL Z PARTNERS Portfolio Concentration

CAPITAL Z PARTNERS Location

142 WEST 57TH STREET
3RD FLOOR
NEW YORK, New York
UNITED STATES, 10019

CAPITAL Z PARTNERS Contact Information

Phone Number: 212-965-2328
Fax Number: 212-343-5128
Website:

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Disclaimer

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