Cz Capital LLP (London)

Name: Cz Capital LLP
Address: 53/54 Grosvenor Street, London, W1 K 3 Hu
Telephone: +44 20 7667 6581

Cz Capital LLP is a large advisory firm based in London. It manages $352.98 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2006.

Cz Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cz Capital: assets under management

The assets under management (AUM) of Cz Capital LLP is $352.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 54% since the beginning of its operation, and $48.3 million of the total AUM is attributable to clients outside of the United States.

The firm manages $352.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $70.6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cz Capital LLP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cz Capital serves?

The only and largest group of clients of Cz Capital is pooled investment vehicles with 5 clients and $352.98 million of assets under management. Among the 7 most similar advisory firms, Cz Capital has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $352.98 million for 5 clients. 40% of the firm’s clients are foreign persons or businesses.

Cz Capital also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Cz Capital LLP

The company employs 12 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Zachary Curtis	Chief executive / chief investment officer / senior partner	1 Dec 2005	25% - 50%	5099534
Steven John Evans	Senior fund manager / partner	1 Dec 2005	25% - 50%	5099535
Cz Capital Services Limited	Corporate member	1 Dec 2005	Other	xxx-xx-xxxx
Nicholas Simon Jonathan Ritblat	Partner	1 Dec 2005	Other	5099536
Martyn Kearney	Chief financial officer	1 Jan 2006	Other	5099537
Martyn James Kearney	Chief financial officer / chief compliance officer / partner	1 Jan 2006	Other	5099537
Scott Francis Elphinstone	Director of cz capital services (cayman) limited, (relying advisor)	1 Feb 2006	Other	6523487
William John Messer	Director of cz capital services (cayman) limited, (relying advisor)	1 Feb 2006	Other	6523493
William John Rushmer	Senior fund manager / partner	1 Mar 2010	Other	6024994
Mark Robert Stacpoole	Chief compliance officer	1 Mar 2012	Other	6045334
Matthew Wright	Mr	1 Mar 2013	Other	6213034
Owain Llewelyn Lewis	Chief financial officer/chief compliance officer	1 Mar 2013	Other	6031329
Owain Llewelyn Lewis	Chief compliance officer	1 Apr 2013	Other	6031329
Antonia Brooks	Partner	1 May 2019	Other	7147850

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Charles Zachary Curtis	Shareholder	1 Jan 2006	75% - 100%	5099534
Cz Capital Services (Cayman) Limited	Shareholder	1 Jan 2006	75% - 100%	foreign
Cz Capital Services (Cayman) Limited	Owner	1 Mar 2006	50% - 75%	xxx-xx-xxxx
Charles Zachary Curtis	Owner	1 Mar 2006	50% - 75%	5099534

Based in London

The principal office where Cz Capital LLP performs its advisory services is located at 53/54 Grosvenor Street, London, W1 K 3 Hu, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +44 20 7667 6581 or by fax +44 20 7667 6490. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at czcapital.co.uk/.