JZ PARTNERS
JORDAN/ZALAZNICK ADVISERS, INC. Legal Name
Adviser information for JZ PARTNERS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 31 |
|---|---|
| Investment Advisory/Research | 22 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 8 | $723.4M |
| Non-Discretionary | 0 | $0 |
| Total | 8 | $723.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 8 | $723.4M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 38 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73940 |
|---|---|
| SEC ERA File Number | 801-73940 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 160932 |
| Legal Entity Identifier | None |
Principal Office
70 E. 55TH STREET15TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 212-485-9410, Fax: 212-750-5679
Websites
Chief Compliance Officer
SANG LEE
CFO
70 E. 55TH STREET
15TH FLOOR
NEW YORK
NY
United States
Tel:
212 485-9706
S***@****************M
(Full email address available in API data)
Industry Affiliates
| AIP SIDE-CAR GP S.A.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| EUROMICROCAP FUND 2010 GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FUND A GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| JZHL GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| JZI FUND III GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EUROMICROCAP FUND 2010, L.P. | Private Equity Fund | $0.9M | $0.0M | 10 |
| FUND A PARALLEL FUND I, L.P. | Private Equity Fund | $5.0M | $0.0M | 2 |
| FUND A PARALLEL FUND II, L.P. | Private Equity Fund | $4.9M | $0.0M | 2 |
| FUND A PARALLEL FUND III, L.P. | Private Equity Fund | $0.3M | $0.0M | 8 |
| FUND A, L.P. | Private Equity Fund | $5.3M | $0.5M | 18 |
| JZ CAPITAL PARTNERS LIMITED | Private Equity Fund | $224.1M | $0.0M | 99 |
| JZHL SECONDARY FUND LP | Private Equity Fund | $105.4M | $0.0M | 5 |
| JZI FUND III, L.P. | Private Equity Fund | $377.5M | $0.0M | 60 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ZALAZNICK, DAVID, WAYNE | Individual | – | CHAIRMAN | 12/1986 | 50-75% |
| JORDAN, JOHN, WEAVER | Individual | – | SHAREHOLDER | 12/2012 | 50-75% |
| LEE, SANG KYU | Individual | – | CCO, CFO | 03/2014 | < 5% |