Capzone Management

Real Estate SEC-registered adviser

Legal name: Capzone Management LLC

Norwalk, CT Website

AUM

$201.6M
Regulatory AUM

Private funds

1
Real Estate 1

Private fund assets

$201.6M
Gross asset value

Employees

24

Last Form D raise

Oct 2025
Most recent fund filing

From SEC Form ADV filing (filed Mar 27, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

A
Alfred Puchala
Owner, Puchala &
Source: SEC Form ADV
C
Charles Lake
President
Source: SEC Form ADV
K
Kimberly Lake
General Counsel and Owner
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
United Submarine Alliance (USA) Qualified Opportunity Fund LPReal Estate$201.6M$208.0M5Oct 2025Cool

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
330135
SEC file number
801-130055

Sources