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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

Z2 INVESTMENT MANAGEMENT, LP

CRD 323514

STAMFORD, CT

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:fa5cc4b1-d9ad-3fc7-e4b3-80a50159ea40

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 1
Observed: May 3, 2023 to Mar 28, 2024
2 observations

Across DFX

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

Venture Capitalidentity

Z2 Investment Management, LP

Venture manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $860MItem 5.F on the latest filing (2024-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $860M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Private funds: 3Schedule D 7.B(1)
Private fund GAV: $860Mgross asset value as reported per fund; never fund size
Custody, client assets: $0
SEC number: 801-128099
CRD: 323514
Filings on the tape: 2
First filed: May 3, 2023
Latest filed: Mar 28, 2024
Organised: Limited Partnership, Delaware
Website: z2mgmt.com

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
PROSECCO CAPITAL I, LP	Other Private Fund	$759M	Mar 28, 2024	2	Sep 20, 2022	reported	021-458367
Z2 OPPORTUNITIES FUND I, LP	Other Private Fund	$100M	Mar 28, 2024	1	Sep 20, 2022	reported	021-455128
Z2 ENERGY PARTNERS I, LLC	Other Private Fund	$458,481	Mar 28, 2024	5	Mar 28, 2024	reported	021-490452

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
BARRETT, ROBERT, JAMES	CHIEF COMPLIANCE OFFICER, LIMITED PARTNER	Na	yes	05/2023	May 3, 2023	Mar 28, 2024
BARRETT, ROBERT, JAMES	MANAGING MEMBER	E	yes	07/2022	May 3, 2023	Mar 28, 2024
GOLD, SCOTT, BRIAN	MANAGING MEMBER	E	yes	06/2022	May 3, 2023	Mar 28, 2024
GOLD, SCOTT, BRIAN	LIMITED PARTNER	D	yes	07/2022	May 3, 2023	Mar 28, 2024
OLD ORCHARD CAPITAL, LLC	GENERAL PARTNER	Na	yes	07/2022	May 3, 2023	Mar 28, 2024
SUSSMAN, JACOB, SCOTT	LIMITED PARTNER	C	yes	07/2022	May 3, 2023	Mar 28, 2024
VANADIS MANAGEMENT LLC	LIMITED PARTNER	C	yes	07/2022	May 3, 2023	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PROSECCO CAPITAL I GP, LLC	n/a	n/a	n/a	N	yes	n/a
Z2 OPPORTUNITIES GP I, LLC	n/a	n/a	n/a	N	yes	n/a

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
2023	Mar 28, 2024	$860M	$860M	8	8	0	3	$860M

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
2023	$860M	n/a	n/a	n/a	n/a	8	n/a	0	n/a

Relationships

Advises (3)

→ PROSECCO CAPITAL I, LPPrivate fundOther Private Fund, IA
Sep 20, 2022 to presentfactForm ADV
→ Z2 ENERGY PARTNERS I, LLCPrivate fundOther Private Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ Z2 OPPORTUNITIES FUND I, LPPrivate fundOther Private Fund, IA
Sep 20, 2022 to presentfactForm ADV

Controls (5)

← GOLD, SCOTT, BRIANOwnerMANAGING MEMBER, ownership code E, individual
May 3, 2023 to presentfactForm ADV
← BARRETT, ROBERT, JAMESOwnerMANAGING MEMBER, ownership code E, individual
May 3, 2023 to presentfactForm ADV
← SUSSMAN, JACOB, SCOTTOwnerLIMITED PARTNER, ownership code C, individual
May 3, 2023 to presentfactForm ADV
← OLD ORCHARD CAPITAL, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
May 3, 2023 to presentfactForm ADV
← VANADIS MANAGEMENT LLCOwnerLIMITED PARTNER, ownership code C, domestic entity
May 3, 2023 to presentfactForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Z2 Investment Management, Lp no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $859.6M)
Form ADVobserved 5 days ago
$860M
Occurred
May 3, 2023
First Form ADV filing
Z2 Investment Management, Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fa5cc4b1-d9ad-3fc7-e4b3-80a50159ea40
First observed: May 3, 2023
Last observed: Mar 28, 2024 30 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.

Z2 INVESTMENT MANAGEMENT, LP

CRD 323514

STAMFORD, CT

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:fa5cc4b1-d9ad-3fc7-e4b3-80a50159ea40

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:27 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PROSECCO CAPITAL I, LP

Other Private Fund

$759M

Mar 28, 2024

Sep 20, 2022

reported

021-458367

Z2 OPPORTUNITIES FUND I, LP

Other Private Fund

$100M

Mar 28, 2024

Sep 20, 2022

reported

021-455128

Z2 ENERGY PARTNERS I, LLC

Other Private Fund

$458,481

Mar 28, 2024

reported

021-490452

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARRETT, ROBERT, JAMES

CHIEF COMPLIANCE OFFICER, LIMITED PARTNER

yes

05/2023

May 3, 2023

Mar 28, 2024

BARRETT, ROBERT, JAMES

MANAGING MEMBER

yes

07/2022

May 3, 2023

Mar 28, 2024

GOLD, SCOTT, BRIAN

MANAGING MEMBER

yes

06/2022

May 3, 2023

Mar 28, 2024

GOLD, SCOTT, BRIAN

LIMITED PARTNER

yes

07/2022

May 3, 2023

Mar 28, 2024

OLD ORCHARD CAPITAL, LLC

GENERAL PARTNER

yes

07/2022

May 3, 2023

Mar 28, 2024

SUSSMAN, JACOB, SCOTT

LIMITED PARTNER

yes

07/2022

May 3, 2023

Mar 28, 2024

VANADIS MANAGEMENT LLC

LIMITED PARTNER

yes

07/2022

May 3, 2023

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PROSECCO CAPITAL I GP, LLC

n/a

yes

n/a

Z2 OPPORTUNITIES GP I, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 28, 2024

$860M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$860M

n/a