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Capital Z Partners Management, LLC

Private Equity

Naples, FL

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Search this name across graphsid dfx:pe:154b416f-6ae7-4da0-9651-170da4638162

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, news and newswire. Page built Sep 20, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 52
Dated events: 40
On other graphs: 2
Observed: Sep 13, 2026 to Sep 16, 2026
34 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Capital Z Partners Management, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

CAPITAL Z PARTNERS MANAGEMENT, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 16
PE funds: 16
Vintages: 2013 to 2023
PE GAV, 2024 filing: $1.1Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $1.1B
Investments: 19
Active investments: 0
Size band: MIDDLE MARKETderivedproxy: $1.09bn Private Equity Fund GAV on the Form ADV filed 2024-03-21
Stated sectors: financial_services
Latest ADV filing: Mar 21, 2024
Employees (ADV): 5
Website: capitalz.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Capital Z Partners (mga), LP	2023	Early deployment	Private Equity Fund	n/a	$635M
Capital Z Partners (fidelis), L.P.	2021	Unknown	Private Equity Fund	n/a	$176M
Capital Z Partners (riverside), LP	2020	Active deployment	Private Equity Fund	n/a	$166M
Capital Z Partners (prestige), L.P.	2019	Active deployment	Private Equity Fund	n/a	$107M
Capital Z Partners IV (a), L.P.	2017	Wound down	Private Equity Fund	n/a	$1.3M
Capital Z Partners IV, L.P.	2017	Wound down	Private Equity Fund	n/a	$2.3M
Capital Z Partners Centrue Aiv, L.P.	2016	Wound down	Private Equity Fund	n/a	$32.7M
Capital Z Partners Co-Invest (pearl), L.P.	2015	Harvest	Private Equity Fund	n/a	$1.6M
Capital Z Partners Co-Invest (bms), L.P.	2015	Wound down	Private Equity Fund	n/a	$74.4M
Capital Z Partners III Co-Invest (reinsurance), L.P.	2013	Wound down	Private Equity Fund	n/a	$128,023
Capital Z Partners III Usi, L.P.	n/a	Wound down	Private Equity Fund	n/a	$9.9M
Capital Z Financial Services Private Fund II, L.P.	n/a	Wound down	Private Equity Fund	n/a	$274,427
Capital Z Partners III Aiv, L.P.	n/a	Wound down	Private Equity Fund	n/a	$446,357
Capital Z Partners III Universal, L.P.	n/a	Wound down	Private Equity Fund	n/a	$62.9M
Capital Z Partners III, L.P.	n/a	Wound down	Private Equity Fund	n/a	$291,599
Capital Z Financial Services Fund II, L.P.	n/a	Wound down	Private Equity Fund	n/a	$50.2M

Investments

Company	State	Role	Control	Invested	Exited	Status
Portfolio Holding, Inc.	CA	platform	control	Jul 14, 2016	Aug 19, 2019	exited
Portfolio Holding, Inc.	CA	unknown	unknown	Jul 14, 2016	Aug 19, 2019	exited
Company Sub-Sector Location Realized/Unrealized	n/a	unknown	unknown	n/a	n/a	unknown
Kemper Corporation	n/a	unknown	unknown	n/a	n/a	unknown
Lancashire Holdings Limited	n/a	unknown	unknown	n/a	n/a	unknown
Minova Insurance Holdings Ltd.	n/a	unknown	unknown	n/a	n/a	unknown
MountainView Capital	n/a	unknown	unknown	n/a	n/a	unknown
National Re Corporation	n/a	unknown	unknown	n/a	n/a	unknown
Permanent General Company, Inc.	n/a	unknown	unknown	n/a	n/a	unknown
Transport Holdings, Inc.	n/a	unknown	unknown	n/a	n/a	unknown
Provident Companies, Inc. (UNUM Provident)	n/a	unknown	unknown	n/a	n/a	unknown
Services United States Realized	n/a	unknown	unknown	n/a	n/a	unknown
Opportunity Bancshares, Inc.	n/a	unknown	unknown	n/a	n/a	unknown
NewStar Financial, Inc.	n/a	unknown	unknown	n/a	n/a	unknown
Unionamerica Insurance Company Limited	n/a	unknown	unknown	n/a	n/a	unknown
USI Holdings Corporation	n/a	unknown	unknown	n/a	n/a	unknown
Sub-Sector (All)	n/a	unknown	unknown	n/a	n/a	unknown
Banks/Specialty Finance	n/a	unknown	unknown	n/a	n/a	unknown
P&C Insurance	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Invested in (20)

→ Portfolio Holding, Inc.Companyplatform
Jul 14, 2016 to presentfactNews and newswire
→ Sub-Sector (All)Companyunknown
factThe subject's own site
→ Banks/Specialty FinanceCompanyunknown
factThe subject's own site
→ Health InsuranceCompanyunknown
factThe subject's own site
→ Life InsuranceCompanyunknown
factThe subject's own site
→ P&C InsuranceCompanyunknown
factThe subject's own site
→ USI Holdings CorporationCompanyunknown
factThe subject's own site
→ Company Sub-Sector Location Realized/UnrealizedCompanyunknown
factThe subject's own site
→ Kemper CorporationCompanyunknown
factThe subject's own site
→ Lancashire Holdings LimitedCompanyunknown
factThe subject's own site
→ Minova Insurance Holdings Ltd.Companyunknown
factThe subject's own site
→ MountainView CapitalCompanyunknown
factThe subject's own site
→ National Re CorporationCompanyunknown
factThe subject's own site
→ Permanent General Company, Inc.Companyunknown
factThe subject's own site
→ Transport Holdings, Inc.Companyunknown
factThe subject's own site
→ Provident Companies, Inc. (UNUM Provident)Companyunknown
factThe subject's own site
→ Services United States RealizedCompanyunknown
factThe subject's own site
→ Opportunity Bancshares, Inc.Companyunknown
factThe subject's own site
→ NewStar Financial, Inc.Companyunknown
factThe subject's own site
→ Unionamerica Insurance Company LimitedCompanyunknown
factThe subject's own site

Employs (10)

→ Robert SpassPersonmanaging partner
factNews and newswire
→ Brad CooperPersonManaging Partner
factNews and newswire
→ Robert Alan SpassPersonMember
Nov 1, 2006 to presentfactForm ADV, The subject's own site
→ Roland Victor BernardonPersonChief Financial Officer And Chief Compliance Officer
Nov 1, 2006 to presentfactForm ADV, The subject's own site
→ Lauri TestaniPersonController
factThe subject's own site
→ Jonathan Dennis KellyPersonPartner
Nov 1, 2006 to presentfactForm ADV, The subject's own site
→ Bradley Eric CooperPersonMember
Nov 1, 2006 to presentfactForm ADV, The subject's own site
→ Bharath SubramanianPersonPartner
Jan 1, 2016 to Mar 26, 2019inferenceForm ADV
→ Christopher Edward WolfePersonPartner
Dec 1, 2014 to Mar 6, 2018inferenceForm ADV
→ Craig Andrew FisherPersonGeneral Counsel And Chief Compliance Officer
Nov 1, 2006 to Mar 6, 2018inferenceForm ADV

Firm member (1)

→ Capital ZFirmAnchor adviser
factDFX's own graph

Manages (16)

→ Capital Z Partners (mga), LPFundPrivate Equity Fund
Mar 26, 2023 to presentfactForm ADV
→ Capital Z Partners (prestige), L.P.FundPrivate Equity Fund
Mar 26, 2019 to presentfactForm ADV
→ Capital Z Partners (riverside), LPFundPrivate Equity Fund
Mar 26, 2020 to presentfactForm ADV
→ Capital Z Partners (fidelis), L.P.FundPrivate Equity Fund
Mar 26, 2021 to presentfactForm ADV
→ Capital Z Partners III, L.P.FundPrivate Equity Fund
Feb 13, 2012 to presentfactForm ADV
→ Capital Z Partners III Aiv, L.P.FundPrivate Equity Fund
Feb 13, 2012 to presentfactForm ADV
→ Capital Z Partners III Usi, L.P.FundPrivate Equity Fund
Feb 13, 2012 to presentfactForm ADV
→ Capital Z Partners III Universal, L.P.FundPrivate Equity Fund
Feb 13, 2012 to presentfactForm ADV
→ Capital Z Financial Services Fund II, L.P.FundPrivate Equity Fund
Feb 13, 2012 to presentfactForm ADV
→ Capital Z Financial Services Private Fund II, L.P.FundPrivate Equity Fund
Feb 13, 2012 to presentfactForm ADV
→ Capital Z Partners III Co-Invest (reinsurance), L.P.FundPrivate Equity Fund
Mar 27, 2013 to presentfactForm ADV
→ Capital Z Partners Co-Invest (bms), L.P.FundPrivate Equity Fund
Mar 26, 2015 to presentfactForm ADV
→ Capital Z Partners Co-Invest (pearl), L.P.FundPrivate Equity Fund
Mar 26, 2015 to presentfactForm ADV
→ Capital Z Partners Centrue Aiv, L.P.FundPrivate Equity Fund
Mar 28, 2016 to presentfactForm ADV
→ Capital Z Partners IV, L.P.FundPrivate Equity Fund
Mar 27, 2017 to presentfactForm ADV
→ Capital Z Partners IV (a), L.P.FundPrivate Equity Fund
Mar 27, 2017 to presentfactForm ADV

Dated events

34 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 31, 2020
Firm news
Coleraine Software Firm to Expand After US Private Equity Investment
The subject's own siteobserved 4 days ago
Occurred
Aug 19, 2019
Exit
Abry Partners Agrees to Acquire Portfolio from Capital Z
Portfolio Holding, Inc.News and newswireobserved 3 days ago
Occurred
Mar 26, 2019
Person left
Bharath Subramanian (Partner) no longer on Schedule A of Capital Z Partners Management, LLC
Form ADVobserved 6 days ago
Occurred
Mar 6, 2018
Person left
Christopher Edward Wolfe (Partner) no longer on Schedule A of Capital Z Partners Management, LLC
Form ADVobserved 6 days ago
Occurred
Mar 6, 2018
Person left
Craig Andrew Fisher (General Counsel And Chief Compliance Officer) no longer on Schedule A of Capital Z Partners Management, LLC
Form ADVobserved 6 days ago
Occurred
May 15, 2017
Firm news
AIG Agrees to Acquire Hamilton USA, Partner with Two Sigma, Grow Insurtech Attune
The subject's own siteobserved 4 days ago

Show 34 bookkeeping events

First seen by DFX
Sep 16, 2026
date not stated
BMS Re US announces acquisition of Advocate Reinsurance Partners, LLC in North America expansion
First seen by DFX
Sep 16, 2026
date not stated
Abry Partners Agrees to Acquire Portfolio from Capital Z
First seen by DFX
Sep 16, 2026
date not stated
BMS takes investments from major institutions at $636mn valuation
First seen by DFX
Sep 16, 2026
date not stated
Capital Z sells $200mn Hamilton stake
First seen by DFX
Sep 16, 2026
date not stated
PE firm Capital Z invests in Prestige Insurance Holdings
First seen by DFX
Sep 16, 2026
date not stated
Recapitalization of Portfolio Group by Capital Z Partners
First seen by DFX
Sep 16, 2026
date not stated
Situs Continues Expansion in Fintech and Risk Analytics with Acquisition of MountainView Financial Solutions
First seen by DFX
Sep 16, 2026
date not stated
First Eagle Investment Management Agrees to Acquire NewStar Financial
First seen by DFX
Sep 16, 2026
date not stated
Portfolio Acquires Finance Concepts, LLC
First seen by DFX
Sep 16, 2026
date not stated
Midland States Bancorp, Inc. to Acquire Centrue Financial Corporation
First seen by DFX
Sep 16, 2026
date not stated
Capital Z acquires Portfolio Group from Frontenac
First seen by DFX
Sep 16, 2026
date not stated
NewStar Sells Asset-based Lending Business To Sterling National Bank
First seen by DFX
Sep 16, 2026
date not stated
Marsh Completes Previously Announced Acquisition of Jelf Group
First seen by DFX
Sep 16, 2026
date not stated
NewStar to Add $2.3 Billion of Managed Assets Through Acquisition of Investment Manager
First seen by DFX
Sep 16, 2026
date not stated
Hamilton Enters Into Share Purchase Agreement to Acquire Sportscover
First seen by DFX
Sep 16, 2026
date not stated
Blackstone's GSO Capital Backs NewStar Financial With Strategic Investment by Franklin Square
First seen by DFX
Sep 16, 2026
date not stated
Centrue Financial Corporation Announces Agreement for Proposed $75.0 Million Equity Recapitalization
First seen by DFX
Sep 16, 2026
date not stated
Launch of Minova Insurance and completion of Capital Z investment
First seen by DFX
Sep 16, 2026
date not stated
BMS Associates announces $50.7 million investment agreement with Capital Z
First seen by DFX
Sep 16, 2026
date not stated
Anchor BanCorp Completes $175 Million Recapitalization
First seen by DFX
Sep 16, 2026
date not stated
Acquisition of The Insurance Partnership Holdings Limited (Jelf Group plc)
First seen by DFX
Sep 16, 2026
date not stated
American Family Insurance to acquire Permanent General
Occurred
Mar 21, 2024
Fund 805-8291754992 no longer reported on Form ADV by Capital Z Partners Management, LLC
Occurred
Mar 21, 2024
Fund 805-9511595044 no longer reported on Form ADV by Capital Z Partners Management, LLC
Occurred
Mar 26, 2023
Capital Z Partners (mga), LP first reported on Form ADV by Capital Z Partners Management, LLC (Private Equity Fund), GAV $284,263,376
Occurred
Mar 26, 2021
Fund 805-7672708227 no longer reported on Form ADV by Capital Z Partners Management, LLC
Occurred
Mar 26, 2021
Fund 805-4269181065 no longer reported on Form ADV by Capital Z Partners Management, LLC
Occurred
Mar 26, 2021
Capital Z Partners (fidelis), L.P. first reported on Form ADV by Capital Z Partners Management, LLC (Private Equity Fund), GAV $124,552,830
Occurred
Mar 26, 2021
Fund 805-2470987127 no longer reported on Form ADV by Capital Z Partners Management, LLC
Occurred
Mar 26, 2020
Capital Z Partners (riverside), LP first reported on Form ADV by Capital Z Partners Management, LLC (Private Equity Fund), GAV $57,963,633
Occurred
Mar 26, 2020
Fund 805-2723706608 no longer reported on Form ADV by Capital Z Partners Management, LLC
Occurred
Mar 26, 2019
Capital Z Partners (prestige), L.P. first reported on Form ADV by Capital Z Partners Management, LLC (Private Equity Fund), GAV $45,467,165
Occurred
Mar 6, 2018
Fund 805-5951644659 no longer reported on Form ADV by Capital Z Partners Management, LLC
Occurred
Mar 27, 2017
Fund 805-4574535985 no longer reported on Form ADV by Capital Z Partners Management, LLC

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Robert Alan Spass
Member · Revealable: 1 professional profile (firm website)
Roland Victor Bernardon
Chief Financial Officer And Chief Compliance Officer · Revealable: 1 professional profile (firm website)
Lauri Testani
CONTROLLER · Revealable: 1 professional profile (firm website)
Jonathan Dennis Kelly
Partner · Revealable: 1 professional profile (firm website)
Bradley Eric Cooper
Member · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Robert Spass (managing partner), Brad Cooper (Managing Partner).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:154b416f-6ae7-4da0-9651-170da4638162
First observed: Sep 13, 2026
Last observed: Sep 16, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures, News and newswire
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.