Investment adviser · CRD 109784
AZA CAPITAL MANAGEMENT
Investment adviser filing (IA)
INSIGHT 2811 INC
CHICAGO, IL, United States · Form ADV filed Mar 18, 2026
- Regulatory AUM
- $340M Form ADV · Item 5.F
- Client accounts
- 839 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 105 | $234,412,110 | 69.0% |
| Individuals | 226 | $73,484,215 | 21.6% |
| Retirement plans | 8 | $27,701,578 | 8.2% |
| Corporations & businesses | 6 | $3,192,458 | 0.9% |
| Charities | Fewer than 5 | $423,764 | 0.1% |
| Other investment advisers | Fewer than 5 | $353,151 | 0.1% |
Filing source
Form ADV 2074181 · Mar 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ROLOMAR LIMITED PARTNERSHIPOther Private Fund · Last reported Jun 16, 2016$92MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
UBS FINANCIAL SERVICES INC.
SEC 8-16267
Fund details & source
- Fund ID
- 805-3180329425
- Reported beneficial owners
- 7
- Minimum commitment
- $1M
Form ADV 1024353 · Jun 16, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AZA POOLED REAL ESTATE LLCReal Estate Fund · Last reported Sep 19, 2016$3.56MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-8292569625
- Reported beneficial owners
- 57
- Minimum commitment
- $100K
- Form D file number
- 021-1336048
Form ADV 1041293 · Sep 19, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
141 W JACKSON BLVD, SUITE 3332CHICAGO, IL, 60604, United States
CRD 109784
Filing source
Form ADV 2074181 · Mar 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.