United States · Investor

Capital Z Partners

Filed with the SEC to raise a fund in Oct 2024, closing $21M. Last cheque observed Jun 2014.

QuietNew fund $21M, Oct 2024Private equity

BuyoutFinancial Services

Cheques on record
0%of best year0cheques in 12 months, 5 on record
Since the last cheque4531days00hrs00min00sec
Median round$23MRounds led0 of 5Sole investor2 roundsExits2 from the portfolio
Pitch Capital Z Partners

Capital Z Partners highlights

  1. 01

    5 rounds on record

  2. 02

    Mostly Venture: 100% of its rounds

  3. 03

    Sole investor in 2 rounds, median $30M

  4. 04

    2 exits from the portfolio

What they do

The Capital Z team is one of the most experienced and longest tenured private equity investors in the financial services industry.From their own website
Type
Private equity
Cheque size
Not stated
Stages
Buyout
Sectors
Financial Services
Based in
New York, United States
Cold pitches
Not accepted

The record

Every round we can evidence, newest first5 appearances

  1. 2014

    1 round

  2. Jun
    Minova InsuranceVenture · GB$51MSole investor
  3. 2013

    1 round

  4. Dec
    Sherpa Digital MediaUSUndisclosedWith 2 others
  5. 2004

    1 round

  6. Jul
    Peopleclick AuthoriaVenture · US$11MWith 3 others
  7. 2001

    2 rounds

  8. Jun
    Ultraprise Loan TechnologiesVenture$9.5MSole investor
  9. Jan
    mPower.comVenture · US$36MWith 4 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration4 named

BEBradley Eric CooperDirector of General Partner of General PartneriFiling they signed
JDJonathan Dennis KellyPartneriForm ADV
RARobert Alan SpassDirector of General Partner of General PartneriFiling they signed
RVRoland Victor BernardonChief Financial Officer and Chief Compliance OfficeriForm ADV

We also hold 11 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$1.9Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
Legal name
Capital Z Partners Management, LLC
SEC number
CRD 157048

Funds on its Form ADV

5 private funds, $1.1B in gross assets · filed Mar 2024

  1. Capital Z Partners (Mga), L.P.Private equity80 investors$635M
  2. Capital Z Partners (Fidelis), L.P.Private equity29 investors$176M
  3. Capital Z Partners (Riverside), L.P.Private equity36 investors$166M
  4. Capital Z Partners (Prestige), L.P.Private equity24 investors$107M
  5. Capital Z Partners Co-Invest (Pearl), L.P.Private equity18 investors$1.6M

Exits from the portfolio

Companies it backed that were later bought or listed2 in all

Peopleclick AuthoriaBought by Bedford Funding$63MSept 2008
mPower.comBought by MorningstarUndisclosedMay 2003

An exit counts when it came after the firm's first round in the company. From historical deal records.

Companies it bought

Acquisitions by the firm itself

Permanent General CompaniesUndisclosedDec 2004

Quick answers about Capital Z Partners

What does Capital Z Partners invest in?

Capital Z Partners invests most often at Venture (100% of the rounds on record), in sectors such as Financial Services.

How active is Capital Z Partners?

5 investments on record, 0 of them in the last 12 months. The most recent was in Jun 2014.

How big are Capital Z Partners's cheques?

The median round it joins is $23M.

Does Capital Z Partners lead rounds?

Rarely, if at all: none of its 5 investments on record names it as the lead.

Is Capital Z Partners investing now?

No investments in the last 12 months; the latest was in Jun 2014.

What kind of investor is Capital Z Partners?

Capital Z Partners is a private equity firm based in New York, United States.

How much does Capital Z Partners manage?

About $1.9B, as regulatory assets under management (Oct 2026).

Has Capital Z Partners raised a new fund?

Its latest fund filing with the SEC was in Oct 2024, reporting $21M raised.

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it