Investment adviser · CRD 336791
Z3 CAPITAL PARTNERS
Investment adviser filing (IA)
Z3 CAPITAL PARTNERS, LLC
RICHMOND, VA, United States · Form ADV filed Sep 11, 2026
- Regulatory AUM
- $467M Form ADV · Item 5.F
- Client accounts
- 1,009 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 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 | 62 | $270,389,560 | 57.9% |
| Individuals | 241 | $143,495,955 | 30.7% |
| Corporations & businesses | 7 | $52,349,760 | 11.2% |
| Charities | Fewer than 5 | $546,678 | 0.1% |
Filing source
Form ADV 2132113 · Sep 11, 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
1739 KELLY ROADRICHMOND, VA, 23230, United States
CRD 336791
Filing source
Form ADV 2132113 · Sep 11, 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.