OZE Capital LLC
SEC RegisteredWe offer a disciplined and diverse investment alternative to a traditional bond portfolio by targeting cash-flowing private assets that have attractive risk-adjusted returns.
About the firm
OZE Capital is a privately held Alternative Asset Management firm established in 2018 and based in Florham Park, New Jersey. The firm is primarily focused on finding undervalued and underappreciated, cash flowing investments, targeting high-quality private investments generally overlooked by institutional investors due to their size. Partners at OZE have over 70 years of analytical and investment management experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
OZE Capital constructs diversified portfolios of private alternative assets targeting cash-flowing investments across real estate, lending, and other industries. The firm invests across the capital stack in any industry, focusing on undervalued private investments generally overlooked by institutional investors, and structures transactions creatively to preserve capital, produce consistent yields, and generate favorable risk-adjusted returns.
Who they serve
Investors seeking uncorrelated returns and income through private alternative assets
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 12 | $214M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of April 30, 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. OZE Capital 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.
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