Investment adviser · CRD 157048

CAPITAL Z PARTNERS MANAGEMENT, LLC

Investment adviser filing (IA)

NAPLES, FL, United States · Form ADV filed Mar 25, 2026

Regulatory AUM: $1.94B
Client accounts: 5
Employees: 5
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	5	$1,944,681,244	100.0%
Individuals	Fewer than 5	$0	0.0%
High-net-worth individuals	Fewer than 5	$0	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%
Retirement plans	Fewer than 5	$0	0.0%
Charities	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Corporations & businesses	Fewer than 5	$0	0.0%
Other clients	Fewer than 5	$0	0.0%

Filing source

Form ADV 2047826 · Mar 25, 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

17 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CAPITAL Z PARTNERS (MGA), LPPrivate Equity Fund · Last reported Mar 25, 2026$1.05BGross asset value

Form D fundraising filings

Capital Z Partners (MGA), L.P.

Auditor EISNERAMPER NEW YORK, New York, United States

Custodian CITIZENS SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

EISNERAMPER
PCAOB 274

CITIZENS SECURITIES, INC.
SEC 8-48744

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source

Fund ID: 805-1135780007
Reported beneficial owners: 80
Minimum commitment: $0
Form D file number: 021-452526

Form ADV 2047826 · Mar 25, 2026 · 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.

CAPITAL Z PARTNERS (LEAVITT), LPPrivate Equity Fund · Last reported Mar 25, 2026$267MGross asset value

Form D fundraising filings

Capital Z Partners (Leavitt), L.P.

Auditor EISNERAMPER NEW YORK, New York, United States

Custodian CITIZENS SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

EISNERAMPER
PCAOB 274

CITIZENS SECURITIES, INC.
SEC 8-48744

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source

Fund ID: 805-1204135147
Reported beneficial owners: 79
Minimum commitment: $0
Form D file number: 021-526590

Form ADV 2047826 · Mar 25, 2026 · 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.

CAPITAL Z PARTNERS (RIVERSIDE), LPPrivate Equity Fund · Last reported Mar 25, 2026$263MGross asset value

Form D fundraising filings

Capital Z Partners (Riverside), L.P.

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian CITIZENS SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

EISNERAMPER LLP
PCAOB 274

CITIZENS SECURITIES, INC.
SEC 8-48744

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source

Fund ID: 805-8735971659
Reported beneficial owners: 38
Minimum commitment: $0
Form D file number: 021-458100

Form ADV 2047826 · Mar 25, 2026 · 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.

CAPITAL Z PARTNERS (FIDELIS), L.P.Private Equity Fund · Last reported Mar 25, 2026$207MGross asset value

Form D fundraising filings

Capital Z Partners (Fidelis), L.P.

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian CITIZENS SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

EISNERAMPER LLP
PCAOB 274

CITIZENS SECURITIES, INC.
SEC 8-48744

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source

Fund ID: 805-6323843315
Reported beneficial owners: 29
Minimum commitment: $0
Form D file number: 021-369150

Form ADV 2047826 · Mar 25, 2026 · 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.

CAPITAL Z PARTNERS (PRESTIGE), L.P.Private Equity Fund · Last reported Mar 25, 2026$157MGross asset value

Form D fundraising filings

Capital Z Partners (Prestige), L.P.

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian CITIZENS SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

EISNERAMPER LLP
PCAOB 274

CITIZENS SECURITIES, INC.
SEC 8-48744

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source

Fund ID: 805-9109594564
Reported beneficial owners: 24
Minimum commitment: $0
Form D file number: 021-317129

Form ADV 2047826 · Mar 25, 2026 · 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.

CAPITAL Z PARTNERS CO-INVEST (BMS), L.P.Private Equity Fund · Last reported Mar 26, 2019$74.4MGross asset value

Auditor DELOITTE & TOUCHE, LLP NEW YORK, New York, United States

Custodian FIRST REPUBLIC SECURITIES COMPANY, LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

DELOITTE & TOUCHE, LLP
PCAOB 34

FIRST REPUBLIC SECURITIES COMPANY, LLC
SEC 8-52973

Fund details & source

Fund ID: 805-2723706608
Reported beneficial owners: 23
Minimum commitment: $0

Form ADV 1263207 · Mar 26, 2019 · 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.

CAPITAL Z PARTNERS III UNIVERSAL, L.P.Private Equity Fund · Last reported Feb 13, 2012$62.9MGross asset value

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-9997947504
Reported beneficial owners: 2
Minimum commitment: $0

Form ADV 590405 · Feb 13, 2012 · 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 25, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

4851 TAMIAMI TRAIL N, SUITE 200
NAPLES, FL, 34103, United States

CRD 157048

Filing source

Form ADV 2047826 · Mar 25, 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.