RIA Intel›Advisers›New York›ALLIANZ CAPITAL PARTNERS OF AMERICA LLC

ALLIANZ CAPITAL PARTNERS OF AMERICA LLC

Advisory

N·NEW YORK, NY

Data as of May 15, 2026 · Source: SEC Form ADV

Total AUM

$6.4B

1-Year AUM Growth

+103.4%

3-Year CAGR

+367.1%

Employees

30

Assets Under Management

Total AUM$6.4B

Discretionary AUM$4.8B

Non-Discretionary AUM$1.6B

Discretionary %75%

Total Clients10

Team

Total Employees30

Investment Advisers30

Employee Growth (1Y)+88.2%

Filing History

Total Filings on Record26

First FilingFeb 15, 2012

Latest FilingMay 15, 2026

🔒 Full AUM trend chart and 26 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALLIANZ CAPITAL PARTNERS OF AMERICA LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.