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Z CAPITAL GROUP, L.L.C.

CRD 159511File 801-73820
APPROVED
Custody
Filing as of May 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.05B
Top 25% of cohort (national)
Discretionary AUM
$3.05B
Clients
25
25 accounts
Employees
52
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Mar 30, 2012
Principal office
430 PARK AVENUE, 16TH FLOOR, NEW YORK, NY, 10022
Phone
212-595-8400

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.05B
Discretionary AUM
$3.05B
Non-discretionary AUM
$0
Discretionary accounts
25
Non-discretionary accounts
0
Total accounts
25
AUM per client
$122.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles25$3.05B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees3652increased by16
Apr 1, 2026AUM$3,564,654,873$3,054,881,330decreased by$509,773,543
Dec 1, 2025
vs May 1, 2025
Clients2625decreased by1
Dec 1, 2025
vs May 1, 2025
Accounts2625decreased by1
May 1, 2025
vs Oct 1, 2022
Employees3736decreased by1
May 1, 2025
vs Oct 1, 2022
Clients3526decreased by9
May 1, 2025
vs Oct 1, 2022
AUM$4,562,205,066$3,564,654,873decreased by$997,550,193
May 1, 2025
vs Oct 1, 2022
Accounts3526decreased by9
Apr 1, 2022Employees4237decreased by5
Apr 1, 2022AUM$3,483,658,703$4,562,205,066increased by$1,078,546,363
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CAPITAL GROUP” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITAL GROUP” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.