# Capital Z Partners: portfolio, investments and team > Capital Z Partners is a private equity based in United States. 5 investments on record, latest Jun 2014. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/capital-z-partners (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Capital Z Partners Filed with the SEC to raise a fund in Oct 2024, closing $21M. Last cheque observed Jun 2014. Email Quiet New fund $21M, Oct 2024 Private equity Buyout Financial Services Follow Capital Z Partners and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fcapital-z-partners) Cheques on record **0%** of best year **0** **cheques in 12 months**, 5 on record Since the last cheque **4531** days **00** hrs **00** min **00** sec Median round **$23M** Rounds led **0 of 5** Sole investor **2 rounds** Exits **2 from the portfolio** Pitch Capital Z Partners ## Capital Z Partners highlights - 01 5 rounds on record - 02 Mostly Venture: 100% of its rounds - 03 Sole investor in 2 rounds, median $30M - 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 first **5 appearances** - **2014** 1 round - **Jun** **[Minova Insurance](https://millionrounds.com/company/minova-insurance)** Venture · GB **$51M** Sole investor - **2013** 1 round - **Dec** **[Sherpa Digital Media](https://millionrounds.com/company/sherpa-digital-media)** US **Undisclosed** With 2 others - **2004** 1 round - **Jul** **[Peopleclick Authoria](https://millionrounds.com/company/peopleclick-authoria)** Venture · US **$11M** With 3 others - **2001** 2 rounds - **Jun** **[Ultraprise Loan Technologies](https://millionrounds.com/company/ultraprise-loan-technologies)** Venture **$9.5M** Sole investor - **Jan** **[mPower.com](https://millionrounds.com/company/mpower-com)** Venture · US **$36M** With 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 registration **4 named** BE **Bradley Eric Cooper** Director of General Partner of General Partner i Filing they signed JD **Jonathan Dennis Kelly** Partner i Form ADV RA **Robert Alan Spass** Director of General Partner of General Partner i Filing they signed RV **Roland Victor Bernardon** Chief Financial Officer and Chief Compliance Officer i Form 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 **$1.9B** assets it manages Oct 2026 **Registered** investment adviser full 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 - Capital Z Partners (Mga), L.P. *Private equity* 80 investors $635M - Capital Z Partners (Fidelis), L.P. *Private equity* 29 investors $176M - Capital Z Partners (Riverside), L.P. *Private equity* 36 investors $166M - Capital Z Partners (Prestige), L.P. *Private equity* 24 investors $107M - Capital Z Partners Co-Invest (Pearl), L.P. *Private equity* 18 investors $1.6M ## Exits from the portfolio Companies it backed that were later bought or listed **2 in all** **[Peopleclick Authoria](https://millionrounds.com/company/peopleclick-authoria)** Bought by Bedford Funding **$63M** Sept 2008 **[mPower.com](https://millionrounds.com/company/mpower-com)** Bought by [Morningstar](https://millionrounds.com/fund/morningstar) **Undisclosed** May 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 Companies** **Undisclosed** Dec 2004 New fund on file **$21M** raised in Oct 2024 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Buyout Median round joined **$23M** the round, not its cheque Alone, median **$30M** Led 0 of 5 rounds **0%** - **Sole investor:** 2 rounds - **Last cheque:** Jun 2014 - **Exits:** 2 from the portfolio Rounds by stage said on their site - Venture *4* - Buyout said *-* Cheques by year Led Joined 2001 2014 **Pitching Capital Z Partners?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## 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. ## Raising now? 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