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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AZA CAPITAL MANAGEMENT

INSIGHT 2811 INC, CRD 109784

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:418558df-dbe9-7191-d379-1f5cffb44071

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 1
On other graphs: 1
Observed: Nov 17, 2011 to Mar 18, 2026
51 observations

Across DFX

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

Real Estate Fundsidentity

AZA Capital Management

Real estate fund manager · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $340MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $335M
Private client RAUM: $308MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $48.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 7
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 839
Individual clients: 226
High net worth clients: 105
Custody, client assets: $58.1M
SEC number: 801-54428
CIK: 1334952
CRD: 109784
Filings on the tape: 51
First filed: Nov 17, 2011
Latest filed: Mar 18, 2026
Organised: Corporation, MI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL JAMES LAFONTAINE	n/a	CHICAGO, IL	16	20	2	no
JEFFREY RICHARDSON KEEN	n/a	Leland, MI \| CHICAGO, IL	16	21	n/a	no
CHRISTOPHER ALLEN RECKER	n/a	CHICAGO, IL	12	23	2	no
ROSS ALAN BLAUWKAMP	n/a	GRAND RAPIDS, MI \| CHICAGO, IL	6	29	2	no
MICHAEL CHARLES VOGEL	Chartered Financial Consultant	CHICAGO, IL \| Waunakee, WI	6	41	5	no
BARBARA JEAN KELLY	n/a	CHICAGO, IL	4	34	2	no
BUNN FAWCETT	n/a	CHICAGO, IL \| TEXARKANA, AR	3	34	5	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
AZA POOLED REAL ESTATE LLC	Real Estate Fund	$3.6M	Sep 19, 2016	57	Mar 27, 2012	dropped	021-1336048

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KEEN, JEFFREY, RICHARDSON	DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER	C	yes	12/2012	May 8, 2013	Apr 1, 2024
LAFONTAINE, MICHAEL, JAMES	DIRECTOR, TREASURER	C	yes	12/2012	May 8, 2013	Apr 1, 2024
RECKER, CHRISTOPHER, ALLEN	DIRECTOR, CHIEF INVESTMENT OFFICER, SECRETARY	C	yes	08/2016	Aug 4, 2016	Apr 1, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
GRAND RAPIDS	Mi	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$340M	$335M	8	7	4	n/a	n/a
2024	Mar 31, 2025	$314M	$310M	9	8	4	n/a	n/a
2023	Mar 29, 2024	$314M	$306M	9	8	1	n/a	n/a
2022	Mar 23, 2023	$268M	$261M	8	7	1	n/a	n/a
2021	Mar 23, 2022	$290M	$284M	6	5	1	n/a	n/a
2020	Mar 29, 2021	$282M	$275M	6	5	1	n/a	n/a
2019	Mar 30, 2020	$265M	$254M	7	5	1	n/a	n/a
2018	Mar 26, 2019	$184M	$178M	4	3	0	n/a	n/a
2017	Mar 23, 2018	$203M	$199M	4	3	0	n/a	n/a
2016	Jan 31, 2017	$191M	$189M	4	3	n/a	n/a	n/a
2015	Mar 1, 2016	$757M	$404M	11	7	n/a	2	$95.6M
2014	Mar 30, 2015	$808M	$470M	11	7	n/a	1	$5.1M
2013	Mar 27, 2014	$969M	$331M	11	6	n/a	1	$5.1M
2012	Mar 21, 2013	$807M	$281M	11	6	n/a	1	$5.6M
2011	Mar 27, 2012	$780M	$259M	n/a	n/a	n/a	1	$6.8M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$340M	$314M	8.1%	$268M	8.2%	8	9	4	4

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ARETE WEALTH ADVISORS, LLC	2	Nov 1, 2019	Nov 22, 2019	GRAND RAPIDS, MI	Team lift out	Ibd to RIA	4.2%

Relationships

Registered with (11)

← BUNN FAWCETTAdvisorregistration: current employment
Apr 21, 2023 to presentfactForm ADV
← BARBARA JEAN KELLYAdvisorregistration: current employment
Jul 18, 2022 to presentfactForm ADV
← MICHAEL CHARLES VOGELAdvisorregistration: current employment
Nov 22, 2019 to presentfactForm ADV
← ROSS ALAN BLAUWKAMPAdvisorregistration: current employment
Nov 1, 2019 to presentfactForm ADV
← CHRISTOPHER ALLEN RECKERAdvisorregistration: current employment
Jun 10, 2014 to presentfactForm ADV
← JEFFREY RICHARDSON KEENAdvisorregistration: current employment
Dec 23, 2009 to presentfactForm ADV
← MICHAEL JAMES LAFONTAINEAdvisorregistration: current employment
Oct 16, 2009 to presentfactForm ADV
← ARTHUR EDWARD ZASKEAdvisorregistration: previous registration
Jul 2, 2010 to Aug 18, 2016factForm ADV
← ROBERT BRADFORD ROWEAdvisorregistration: previous registration
Mar 22, 2011 to Aug 31, 2011factForm ADV
← WILLIAM KEVIN JENKINSAdvisorregistration: previous registration
Mar 3, 2010 to Jul 13, 2010factForm ADV
← TAREK MUSTAPHA ABOULJOUDAdvisorregistration: previous registration
Mar 3, 2010 to Mar 15, 2010factForm ADV

Affiliated with (1)

← INSIGHT 2811 GP LLCRegistered adviserother investment adviser, control
factForm ADV

Controls (3)

← RECKER, CHRISTOPHER, ALLENOwnerDIRECTOR, CHIEF INVESTMENT OFFICER, SECRETARY, ownership code C, individual
Aug 4, 2016 to Apr 1, 2024factForm ADV
← LAFONTAINE, MICHAEL, JAMESOwnerDIRECTOR, TREASURER, ownership code C, individual
May 8, 2013 to Apr 1, 2024factForm ADV
← KEEN, JEFFREY, RICHARDSONOwnerDIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code C, individual
May 8, 2013 to Apr 1, 2024factForm ADV

Moved with (1)

← ARETE WEALTH ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Nov 1, 2019 to Nov 22, 2019factForm ADV

Advises (1)

→ AZA POOLED REAL ESTATE LLCPrivate fundReal Estate Fund, IA, no longer reported
Mar 27, 2012 to Sep 19, 2016factForm ADV

Dated events

Occurred
Nov 25, 2019
Regulatory AUM changed
Aza Capital Management reported RAUM $285.1M, up 55% from $184.0M (2019-03-26 to 2019-11-25)
Form ADVobserved 5 days ago
$101M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:418558df-dbe9-7191-d379-1f5cffb44071
First observed: Nov 17, 2011
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 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.

AZA CAPITAL MANAGEMENT

INSIGHT 2811 INC, CRD 109784

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:418558df-dbe9-7191-d379-1f5cffb44071

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:55 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL JAMES LAFONTAINE

n/a

CHICAGO, IL

JEFFREY RICHARDSON KEEN

n/a

Leland, MI | CHICAGO, IL

n/a

CHRISTOPHER ALLEN RECKER

n/a

CHICAGO, IL

ROSS ALAN BLAUWKAMP

n/a

GRAND RAPIDS, MI | CHICAGO, IL

MICHAEL CHARLES VOGEL

Chartered Financial Consultant

CHICAGO, IL | Waunakee, WI

BARBARA JEAN KELLY

n/a

CHICAGO, IL

BUNN FAWCETT

n/a

CHICAGO, IL | TEXARKANA, AR

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

AZA POOLED REAL ESTATE LLC

Real Estate Fund

$3.6M

Sep 19, 2016

Mar 27, 2012

dropped

021-1336048

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KEEN, JEFFREY, RICHARDSON

DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

12/2012

May 8, 2013

Apr 1, 2024

LAFONTAINE, MICHAEL, JAMES

DIRECTOR, TREASURER

yes

12/2012

May 8, 2013

Apr 1, 2024

RECKER, CHRISTOPHER, ALLEN

DIRECTOR, CHIEF INVESTMENT OFFICER, SECRETARY

yes

08/2016

Aug 4, 2016

Apr 1, 2024

City

State

Country

Employees

Also broker-dealer

GRAND RAPIDS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$340M

$335M

n/a

2024

Mar 31, 2025

$314M

$310M

n/a

2023

Mar 29, 2024

$314M

$306M

n/a

2022

Mar 23, 2023

$268M

$261M

n/a

2021

Mar 23, 2022

$290M

$284M

n/a

2020

Mar 29, 2021

$282M

$275M

n/a

2019

Mar 30, 2020

$265M

$254M

n/a

2018

Mar 26, 2019

$184M

$178M

n/a

2017

Mar 23, 2018

$203M

$199M

n/a

2016

Jan 31, 2017

$191M

$189M

n/a

2015

Mar 1, 2016

$757M

$404M

n/a

$95.6M

2014

Mar 30, 2015

$808M

$470M

n/a

$5.1M

2013

Mar 27, 2014

$969M

$331M

n/a

$5.1M

2012

Mar 21, 2013

$807M

$281M

n/a

$5.6M

2011

Mar 27, 2012

$780M

$259M

n/a

$6.8M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$340M

$314M

8.1%

$268M

8.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ARETE WEALTH ADVISORS, LLC

Nov 1, 2019

Nov 22, 2019

GRAND RAPIDS, MI

Team lift out

Ibd to RIA

4.2%