CAPZONE MANAGEMENT LLC
SEC RegisteredIntelligent Opportunity Zone Investment Solutions
About the firm
CapZone is an investment management company, the cornerstone company of CapZone Group, founded in May 2018 to connect profits to purpose by bringing together financial, intellectual and human capital to benefit low income communities and generate resilient investing at scale. CapZone Group also includes CapZone Analytics which provides business intelligence, analytics, insights, and compliance services configured to meet the evolving needs of Qualified Opportunity Fund investors, Qualified Opportunity Zone Businesses, Government and Academic Institutions, and various intermediaries.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management focused on Opportunity Zone investments across sectors including moderate income affordable housing, sustainable energy projects, water and power infrastructure, and agriculture; origination and management of Qualified Opportunity Funds; and business intelligence, analytics, insights, and compliance services through CapZone Analytics.
Who they serve
Qualified Opportunity Fund investors, Qualified Opportunity Zone Businesses, Government and Academic Institutions, and various intermediaries
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $202M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPZONE MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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