Our Firm

We offer a disciplined and diverse investment alternative to a traditional bond portfolio by targeting cash-flowing private assets that have attractive risk-adjusted returns.​

OZE Capital is a privately held Alternative Asset Management firm established in 2018 and based in Florham Park, New Jersey. We are primarily focused on finding undervalued and under appreciated, cash flowing investments. We target high-quality, private investments that are generally overlooked by institutional investors due to their size. Our portfolios are designed to provide uncorrelated returns and income. ​

Our team utilizes our extensive network to identify and invest in assets that are diverse in terms of asset class, industry, and location. While many of our investments are in the broader real estate space, we look at any type of investment and have experience identifying compelling opportunities across a broad range of assets. Our goal is to preserve capital, produce consistent and attractive yields, and generate favorable overall risk-adjusted returns for the firm and its investors. We do this by carefully constructing a diversified portfolio of investments that fit our discerning criteria and due diligence process.​

Partners at OZE have over 70 years of analytical and investment management experience.  Prior to working at OZE, they worked at firms such as Bank of America, JP Morgan Chase, Morgan Stanley, Credit Suisse, Nomura and Prudential Securities.

Our Team