OZE CAPITAL LLC

Thesis

OZE Capital LLC, established in 2018 and headquartered in Florham Park, New Jersey, is a privately held alternative asset management firm. The firm's investment strategy focuses on identifying undervalued, under-capitalized, and cash-flowing investments with compelling relative value, often overlooked by institutional investors. Their core emphasis is on real assets that provide predictable cash flow. The investment thesis is built on risk management and value identification, leveraging the partners' experience in institutional bond trading and capital markets. They aim to construct diversified portfolios offering steady cash flows and long-term appreciation potential. While real estate (office, hotel, manufactured housing, storage, industrial, residential) is a significant focus, their scope is broad, including real estate lending, business lending, acquiring receivables, licenses, energy offset credits, equity in private enterprises, special purpose entities, syndicates, and alternative therapies in medicine. They explicitly avoid public company debt/equity unless invested prior to IPO filing. Their geographic scope is national within the US, targeting both emerging and prime locations. OZE Capital operates as a General Partner or Investment Manager, analyzing deals in any form and demonstrating creativity in transaction structuring across the entire capital stack and any industry. As of December 31, 2025, their Regulatory Assets Under Management (RAUM) were $213,730,114.

Related lists

• Seed-stage Healthcare investors
• Series A Healthcare investors
• Series B Healthcare investors