Capzone Management LLC - Investment Advisers

About Capzone Management LLC

CapZone Management LLC is an investment adviser headquartered in Norwalk, Connecticut, and is one of the investment advisers in Connecticut in this directory. The registry reports about $201.61 million in regulatory assets under management and 24 employees. The firm describes itself as an investment management company and the principal company of CapZone Group, which it says was founded in May 2018. Its stated aim is to benefit low-income communities while generating resilient investing at scale. It applies investment strategies in distressed areas across sectors including affordable housing, sustainable energy, water and power infrastructure, and agriculture. Its work is tied to the federal Opportunity Zone program created by a 2017 tax law, and it is launching a Qualified Opportunity Fund to originate and manage investments in those zones. The group also includes CapZone Analytics, which provides business intelligence, analytics and compliance services to Qualified Opportunity Fund investors, businesses in Opportunity Zones, government and academic institutions, and intermediaries. The firm is also listed in the directory of US investment advisers.

Key Facts

Assets Under Management

$201.61M

Employees

24

SEC File Number

801-130055