Single Family OfficeRIA · CRD 312268SEC-Registered

Updated:

HZ Investments

HZ INVESTMENTS INC. is an SEC-registered investment adviser in CHEVY CHASE, MD, registered since 2021. The firm manages approximately $591 million in...

HZ Investments

HZ INVESTMENTS INC. is an SEC-registered investment adviser in CHEVY CHASE, MD, registered since 2021. The firm manages approximately $591 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at HZ Investments?

No named investment committee members or principals are publicly associated with HZ Investments Inc. The firm has not registered with the SEC as an investment advisor or filed a Form ADV identifying key personnel as of mid-2026, and no corporate registry documents naming directors or officers have been located in standard business databases.

Where does the underlying wealth come from?

The wealth source behind HZ Investments Inc. has not been publicly disclosed. Corporate records do not trace back to a known operating business, exit event, or family fortune, making it impossible to attribute the capital to a specific industry, geography, or individual.

Has HZ Investments made any direct investments or fund commitments?

No direct investments, fund commitments, or secondary transactions involving HZ Investments Inc. have been reported in PitchBook, Crunchbase, SEC EDGAR, or news sources. This absence may reflect privacy structuring, use of a different transactional entity name, or a portfolio still under construction.

Is HZ Investments structured as a single family office or a multi-family office?

Based on the entity name and lack of any marketing presence or client-facing activity, the vehicle is most consistent with a single family office, but this cannot be confirmed. No evidence of outside investor solicitation, fund structures, or multi-family branding has surfaced in any public record.

How can an allocator verify HZ Investments' capital and strategy before engaging?

Due diligence must rely entirely on direct documentation from the principal. Request the firm's audited financial statements, evidence of committed capital, a portfolio holdings list, and the organizational chart identifying the ultimate beneficial owner. No third-party validation source currently exists for this entity.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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