DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

SEC-registered adviser

Z• C•••••• G••••• L•••••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 159511SEC 801-73820website IAPD

Latest filing May 27, 2026

First filing on the tape Feb 14, 2012 · 29 filings

SEC status approved since Mar 30, 2012

RAUM

$3.1B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

19 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

29 filings and snapshots on the tape

RAUM$3.1B as of May 27, 2026

Apr 1, 2013$519M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of May 27, 2026

Apr 1, 20130 then

Employees (5.A)52 as of May 27, 2026

Apr 1, 201320 then

Private funds25 as of May 27, 2026

Apr 1, 201312 then

RAUM -14% over the last fiscal year-11% a year over threeIARs 0 to 0

Practice profile

derived from the filing of May 27, 2026; every figure names its basis

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $122MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year: -14%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, performance-basedreportedItem 5.E
Advisory activities: portfolio management for pooled vehiclesreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$3.1B100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 25reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

55 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
Z• C•••••• P••••••• I•••• L•••	Private Equity Fund	$536M	45	Apr 1, 2014
Z• C•••••• P••••••• I•• L•••	Private Equity Fund	$425M	50	Apr 1, 2014
Z• C•••••• P••••••• I••••• L•••	Private Equity Fund	$413M	17	Mar 31, 2017
Z• C•••••• C••••• P••••••• C•• 2••••• L•••	Securitized Asset Fund	$334M	55	Mar 31, 2022
Z• C•••••• C••••• P••••••• C•• 2••••• L••	Securitized Asset Fund	$311M	40	Mar 30, 2020
Z• C•••••• C••••• P••••••• C•• 2••••• L••	Securitized Asset Fund	$291M	10	Mar 30, 2020
Z• C•••••• P••••••• I••• L•••	Private Equity Fund	$270M	15	Mar 31, 2017
Z• C•••••• P••••••• I•••• L•••	Private Equity Fund	$214M	7	Apr 1, 2014
Z• C•••••• P••••••• F••• H••••••• I• L•••••	Private Equity Fund	$184M	24	Feb 14, 2012
Z• C•••••• P••••••• I• L•••	Private Equity Fund	$123M	15	Apr 1, 2014
Z• C•••••• D•••• R••••• F••• H•••••••• I•••	Private Equity Fund	$79.5M	17	Mar 29, 2018
Z• C•••••• C••••• T••••••• F•••• L•	Private Equity Fund	$77.6M	6	Mar 31, 2017
Z• C•••••• H•• L•••••	Private Equity Fund	$77.0M	2	Feb 14, 2012
Z• C•••••• P••••••• I••• L•••	Private Equity Fund	$66.3M	10	Apr 1, 2014
H•• R•• B••••• H•••••••• L•••••no longer reported	Private Equity Fund	$54.5M	86	Apr 1, 2014
Z• C•••••• P•••••• T•••••• S••••••••• I•••no longer reported	Private Equity Fund	$51.6M	17	Mar 29, 2018
Z• C•••••• F• H•••••••• L•••••no longer reported	Private Equity Fund	$40.9M	100	Mar 30, 2016
Z• C•••••• F• I••••••••• H•••••••• L••no longer reported	Private Equity Fund	$40.9M	100	Mar 30, 2016
Z• C•••••• C••••• T••••••• C•••••••• F•••••• L•	Private Equity Fund	$40.4M	2	Mar 31, 2017
Z• C•••••• C•• M••••••••• L•••••	Securitized Asset Fund	$33.3M	45	Mar 30, 2016
C••••••• F• S•••••••• L•••	Private Equity Fund	$28.2M	43	Mar 30, 2016
M•••• L•••••no longer reported	Private Equity Fund	$26.7M	26	Apr 1, 2014
Z• C•••••• L••••• O••••••••• M••••• F••• L•••	Hedge Fund	$23.8M	45	Apr 1, 2013
Z• C•••••• L••••• O••••••••• F•••• L•••	Hedge Fund	$20.8M	39	Feb 14, 2012
D•••• R••••• F••• I••••••••• H•••••••• L••no longer reported	Private Equity Fund	$20.0M	27	Mar 29, 2018
Z• C•••••• C••• C••••••••• L•••••	Private Equity Fund	$18.4M	2	Apr 1, 2013
Z• C•••••• H•••• L•••••	Private Equity Fund	$17.1M	1	Feb 14, 2012
Z• C•••••• N•••••• L•••••	Private Equity Fund	$16.2M	1	Feb 14, 2012
Z• C•••••• S•••••• S••••••••• F••• H••••••• I•• L•••••no longer reported	Private Equity Fund	$11.3M	88	Apr 1, 2013
Z•• S•••••••• E••••• F•••• L••	Hedge Fund	$11.1M	18	Mar 31, 2022
P•••••• T•••••• S•••••••• F••••••• L••no longer reported	Private Equity Fund	$10.0M	32	Mar 29, 2018
Z• C•••••• N•••• L•••••	Private Equity Fund	$9.2M	1	Feb 14, 2012
C••••••• F• H••••• I•••	Private Equity Fund	$8.3M	43	Mar 30, 2016
Z• C•••••• P• H•••••••• L••no longer reported	Private Equity Fund	$7.8M	100	Mar 31, 2017
P••• T••• H•••••••• L••no longer reported	Private Equity Fund	$7.8M	100	Mar 31, 2017
Z• C•••••• M••• L•••••no longer reported	Private Equity Fund	$5.0M	86	Apr 1, 2014
Z• C•••••• P• S•••••••• L•	Private Equity Fund	$4.4M	43	Mar 31, 2017
Z• C•••••• P• H•••••••• I•••	Private Equity Fund	$4.4M	43	Mar 31, 2017
C••••••• F• N•• T••••• I•••	Private Equity Fund	$3.1M	43	Mar 30, 2016
Z••••••• F••••• L•••••no longer reported	Private Equity Fund	$35,913	1	Apr 1, 2013

All funds of Z• C•••••• G••••• L•••••

Owners and control persons

Schedule A and B, latest filing

K•••••••• E•••• A•••••••• · General Counsel & Chief Compliance Officercontrol
since 04/2022 · owns less than 5%
Z••••• J••••• J••••• · President And Chief Executive Officercontrol
since 10/2006 · owns less than 5%
O••••• R• B••• · Trusteecontrol
since 07/2021 · owns F of Zenni Family 2018 Gst Trust
Z••••• J••••• J••••• · Managing Membercontrol
since 11/1999 · owns 75% or more of Zenni Holdings, L.L.C.

Entity owners

Z•••• F••••• 2••• G•• T•••• · Member
direct · owns 25% to 50%
Z•••• H•••••••• L••••• · Member
direct · owns 50% to 75%

Related persons

Schedule D 7.A

Z•• A•••••••• C•••••• I•••
real estaten

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Advisory employees · 13 to 19
Oct 31, 2025 to Mar 31, 2026
Employees · 36 to 52
Oct 31, 2025 to Mar 31, 2026
Discretionary RAUM · $3.6B to $3.1B
Oct 31, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $3.6B to $3.1B
Oct 31, 2025 to Mar 31, 2026
RAUM · $3.6B to $3.1B
Oct 31, 2025 to Mar 31, 2026
Accounts · 26 to 25
Jun 18, 2025 to Oct 31, 2025
Pooled vehicle clients · 26 to 25
Jun 18, 2025 to Oct 31, 2025
Private funds · 26 to 25
Jun 18, 2025 to Oct 31, 2025
Financial planning clients · unset to
Mar 31, 2025 to Jun 18, 2025
Accounts · 33 to 26
Mar 27, 2024 to Mar 31, 2025
Advisory employees · 9 to 13
Mar 27, 2024 to Mar 31, 2025
Pooled vehicle clients · 33 to 26
Mar 27, 2024 to Mar 31, 2025
Employees · 38 to 36
Mar 27, 2024 to Mar 31, 2025
Private funds · 35 to 26
Mar 27, 2024 to Mar 31, 2025
Discretionary RAUM · $3.6B to $3.6B
Mar 27, 2024 to Mar 31, 2025
Pooled vehicle RAUM · $3.6B to $3.6B
Mar 27, 2024 to Mar 31, 2025
RAUM · $3.6B to $3.6B
Mar 27, 2024 to Mar 31, 2025
Accounts · 35 to 33
Oct 2, 2023 to Mar 27, 2024
Advisory employees · 14 to 9
Oct 2, 2023 to Mar 27, 2024
Pooled vehicle clients · 35 to 33
Oct 2, 2023 to Mar 27, 2024
Employees · 37 to 38
Oct 2, 2023 to Mar 27, 2024
Discretionary RAUM · $4.3B to $3.6B
Oct 2, 2023 to Mar 27, 2024
Pooled vehicle RAUM · $4.3B to $3.6B
Oct 2, 2023 to Mar 27, 2024
RAUM · $4.3B to $3.6B
Oct 2, 2023 to Mar 27, 2024
Advisory employees · 15 to 14
May 3, 2022 to Mar 31, 2023
Discretionary RAUM · $4.6B to $4.3B
May 3, 2022 to Mar 31, 2023
Pooled vehicle RAUM · $4.6B to $4.3B
May 3, 2022 to Mar 31, 2023
RAUM · $4.6B to $4.3B
May 3, 2022 to Mar 31, 2023
Advisory employees · 12 to 15
May 31, 2021 to Mar 31, 2022
Employees · 42 to 37
May 31, 2021 to Mar 31, 2022
Other offices · 1 to 0
May 31, 2021 to Mar 31, 2022
Discretionary RAUM · $3.5B to $4.6B
May 31, 2021 to Mar 31, 2022
Pooled vehicle RAUM · $3.5B to $4.6B
May 31, 2021 to Mar 31, 2022
RAUM · $3.5B to $4.6B
May 31, 2021 to Mar 31, 2022
Accounts · 40 to 35
Mar 30, 2020 to Mar 30, 2021
Advisory employees · 13 to 12
Mar 30, 2020 to Mar 30, 2021
Pooled vehicle clients · 40 to 35
Mar 30, 2020 to Mar 30, 2021
Employees · 44 to 42
Mar 30, 2020 to Mar 30, 2021
HQ city · LAKE FOREST to NEW YORK
Mar 30, 2020 to Mar 30, 2021
HQ state · IL to NY
Mar 30, 2020 to Mar 30, 2021

Signals

11 dated events

Alexander Erik Kreutzer (Chief Compliance Officer) appeared on Schedule A of Z Capital Group, L.L.C.
May 3, 2022 · Control person joined · fact
Annie Shick (Chief Compliance Officer) no longer on Schedule A of Z Capital Group, L.L.C. (listed 2022-03-31, absent 2022-05-03)
May 3, 2022 · Control person left · inference
Brad R Oates (Trustee) appeared on Schedule A of Z Capital Group, L.L.C.
Mar 31, 2022 · Control person joined · fact
Z Capital Group, L.L.C. reported RAUM $4.6B, up 31% from $3.5B (2021-05-31 to 2022-03-31)
Mar 31, 2022 · RAUM change · derived
(Nmn) Jonathan Schmugge (Trustee) no longer on Schedule A of Z Capital Group, L.L.C. (listed 2021-05-31, absent 2022-03-31)
Mar 31, 2022 · Control person left · inference
David Matthew Kane (Chief Compliance Officer & General Counsel) no longer on Schedule A of Z Capital Group, L.L.C. (listed 2021-03-30, absent 2021-05-31)
May 31, 2021 · Control person left · inference
Erik Hirschbein (Chief Financial Officer) no longer on Schedule A of Z Capital Group, L.L.C. (listed 2020-03-30, absent 2021-03-30)
Mar 30, 2021 · Control person left · inference
Annie Shick (Chief Financial Officer) appeared on Schedule A of Z Capital Group, L.L.C.
Mar 30, 2021 · Control person joined · fact
Erik Hirschbein (Chief Financial Officer) appeared on Schedule A of Z Capital Group, L.L.C.
Mar 30, 2020 · Control person joined · fact
Joel Martin Auerbach (General Counsel And Chief Compliance Officer) no longer on Schedule A of Z Capital Group, L.L.C. (listed 2018-05-04, absent 2019-01-10)
Jan 10, 2019 · Control person left · inference
David Matthew Kane (General Counsel & Chief Compliance Officer) appeared on Schedule A of Z Capital Group, L.L.C.
Jan 10, 2019 · Control person joined · fact

Across DFX

shared identifiers only, never a name match

Z Capital Group, L.L.C. · Independent Sponsors
shared crd · capital_provider
Z Capital Group, L.L.C. · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/z-capital-partners-l-l-c-reportedpublic record, Form ADV, Sep 18, 2026
Website: ZCG.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 212-595-8400reportedpublic record, Form ADV, May 27, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026