# OZE Capital

OZE Capital is a Private Equity based in Florham Park, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Florham Park, United States
- **Region:** North America
- **Address:** 25B Vreeland Road, Suite 201, Florham Park, NJ 07932, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** ozecapital.com
- **LinkedIn:** https://www.linkedin.com/company/oze-capital

## Regulatory record

- **CRD number:** 327276
- **SEC file number:** 801-128773
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327276

## About

OZE Capital is an SEC-registered investment adviser in Florham Park, NJ, established in 2023. The firm oversees $214 million in regulatory assets. It has 6 employees and 5 registered investment advisers.

## Sectors

- Real Estate
- Private Credit
- Healthcare Services
- Consumer

## People

- Michael Miller — Founding Partner & Chief Executive Officer
- Loukas Theodorou — Partner & Chief Operating Officer
- Eric Miller — President & Partner
- Donna Rittershausen — Chief Compliance Officer
- Amy Leibel — Fund Investments

## Questions

### How does OZE Capital source proprietary deal flow?

OZE relies on an extensive network cultivated over decades to identify private investments generally overlooked by institutional investors due to their smaller size. The firm states it looks at opportunities across any industry and structures transactions creatively. Specific sourcing channels are not publicly detailed, but the model hinges on the partners' relationships and a willingness to analyze deals that fall outside conventional institutional mandates.

### What asset classes does OZE Capital target for its yield-focused strategy?

The firm's portfolio spans real estate (office, hotel, manufactured housing, storage, industrial, residential), private credit (a real estate lending portfolio in Georgia), and operating businesses (an optometrist roll-up, quick-service restaurants, minority stakes in wealth managers). OZE explicitly designs its asset mix to generate steady, predictable cash flows and provide inflation protection, with a focus on uncorrelated returns across industries and geographies within the United States.

### How does OZE Capital differentiate itself from traditional private equity firms?

Unlike firms pursuing leveraged buyouts or growth-equity scaling, OZE focuses on cash-flowing, undervalued assets that function as a fixed-income replacement. The firm explicitly targets deals too small for institutional investors, uses creative transaction structures across the capital stack, and prioritizes capital preservation and consistent yield over exit-driven appreciation. This produces a portfolio more akin to a diversified private credit and real-asset income vehicle than a conventional PE fund.

## Related profiles

- [Oyster Ventures](https://altss.com/profile/oyster-ventures)
- [OZ Growth Fund](https://altss.com/profile/oz-growth-fund)

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Last updated: 2026-06-03T20:00:00.000Z

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