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| Z3 Capital Partners LLC
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|
|
|---|---|
| CRD # | 336791 |
| SEC # | 801-133810 |
| CIK # | 0002127787 |
| AUM | $466.8 M (2026-03-24) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 804-256-1770 |
| Address | 1739 Kelly Road Richmond, VA 23230 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 22.1 | ||
| Bank of America Corp /DE/ | 17.5 | ||
| Nvidia Corp | 16.4 | ||
| John Hancock Financial Opportunities Fund | 14.7 | ||
| BlackRock Science & Technology Trust | 14.1 | ||
| Amazon Com Inc | 11.4 | ||
| Alphabet Inc | 8.6 | ||
| Tesla Motors Inc | 7.5 | ||
| Microsoft Corp | 7.1 | ||
| Micron Technology Inc | 6.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 143.5 |
| (b) Individuals (high net worth individuals) | 62 | 270.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 52.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,009 | 466.8 |
| By Discretionary | ||
| Discretionary | 1,009 | 466.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,009 | 466.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 466.8 | |
| Total | 1,009 | 466.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002127787] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Encompass Wealth Advisors LLC
✚
|
OR | 0.5 |
|
Zimmerman Wealth Management LLC
✚
|
IL | 0.5 |
|
Keel Wealth Management LLC
✚
|
0.5 | |
|
Bernard Caroli Wealth Management Inc
✚
|
NJ | 0.5 |
|
Lakeshore Financial Planning Inc
✚
|
MI | 0.5 |
|
Thirtynorth Investments LLC
✚
|
LA | 0.5 |
|
Fellowship Financial Planning LLC
✚
|
WA | 0.5 |
|
Acumen Financial Advisors LLC
✚
|
MN | 0.5 |
|
Cypress Capital Partners LLC
✚
|
IL | 0.5 |
|
REYL Overseas Ltd
✚
|
0.5 |