INVESTOR ACCESS

Invest With GZC

Green Zone Capital offers two investment structures. Choose the path that fits your situation. Every inquiry is reviewed personally by the founder.

TWO STRUCTURES

Investment Portfolio Options

Green Zone Capital offers two investment structures. Choose the path that fits your situation.

STRUCTURE 1

Separately Managed Account

Best for investors who want full account visibility and direct custody of assets.

Minimum InvestmentUSD $250,000

Management Fee1.00% per annum (billed quarterly)

Performance Fee15% above 8% annual hurdle (Qualified Clients)

Notice Period30 days written notice

CustodianInteractive Brokers LLC — assets held in your name

SMA Inquiry

STRUCTURE 2

Green Zone Capital Fund I, LP

Best for investors seeking a fund structure with institutional terms.

Minimum InvestmentUSD $250,000

Management Fee1.00% per annum (billed quarterly)

Performance Allocation15% above 8% annual hurdle, high-water mark

Lock-Up12 months from admission

RedemptionsQuarterly with 30-day notice (post lock-up)

Fund Hard CapUSD $10,000,000

CustodianInteractive Brokers LLC

StructureDelaware Limited Partnership

Fund Inquiry

All investors must complete the GZC Investor Questionnaire to verify eligibility. Accredited investor status required. Performance allocation applies to Qualified Clients only.

Green Zone Capital Management LLC is not a registered investment adviser. Green Zone Capital Fund I, LP interests are offered pursuant to Rule 506(b) of Regulation D to accredited investors only. This page does not constitute an offer to sell securities.

WHO WE WORK WITH

Built to Scale

GZC Management works with a select group of qualified investors who share a long-term orientation and a preference for concentrated, thesis-driven public equity management.

High-Net-Worth Individuals

Private investors seeking concentrated equity exposure with a clearly articulated thesis, direct manager access, and institutional-grade reporting via IBKR custody.

Family Offices

Single and multi-family offices allocating to a specialist public equity manager — seeking concentrated, actively managed exposure across Technology and Energy through a separately managed account structure.

Entrepreneurs & Founders

Operators who have built wealth and want a capital manager who thinks like a founder — with conviction, decisiveness, and long-term orientation.

Institutional Allocators

Investment committees and emerging-manager allocators seeking dedicated exposure to Technology and Energy themes through a concentrated, actively managed public equity strategy.

HOW ONBOARDING WORKS

Investment Application Process

Every step is handled through Interactive Brokers' institutional advisor platform — secure, transparent, and overseen by SIPC-member custody. The walkthrough below shows what your onboarding experience will look like.

Illustrative IBKR invitation email — contact details populated by your advisor when sent

STEP 1 OF 6

Receive Your Invitation

Once you complete your Investment Management Agreement with Green Zone Capital, you'll receive a secure invitation from Interactive Brokers to begin opening your client account. The invitation arrives directly from IBKR with GZC identified as your independent advisor.

Illustrative IBKR account setup screen — sample interface

STEP 2 OF 6

Create Your Secure Login

Set up your IBKR account credentials. This login provides continuous, real-time access to your portfolio, statements, and reporting tools throughout your relationship with GZC.

Illustrative IBKR identity verification form — sample interface

STEP 3 OF 6

Provide Your Information

Complete the identity verification and contact details required by federal regulation. IBKR uses institutional-grade KYC procedures to ensure account security and regulatory compliance.

Illustrative IBKR account configuration screen — sample interface

STEP 4 OF 6

Configure Your Trading Account

Provide the financial information required for account configuration — including net worth disclosure, investment objectives, and account type. Your GZC account is configured as a margin account with growth and capital preservation as primary objectives.

Illustrative IBKR deposit selection screen — sample interface

STEP 5 OF 6

Fund Your Account

Choose how to fund your account: linked bank account (ACH), bank wire, ACATS transfer from another broker, or other supported methods. Wire transfers typically clear in one business day with no transfer limits.

IBKR Client Portal login interface

STEP 6 OF 6

Sign Documents & Access Your Portal

Complete your application by signing required disclosures via DocuSign. Most applications are approved within 24 hours. Once your account is approved and funded, you'll have full real-time access to your portfolio through the IBKR Client Portal.

CLIENT EXPERIENCE

Client Experience Overview

Every relationship is built on separately managed accounts at Interactive Brokers — enabling direct ownership, institutional-grade reporting, and full transparency.

Full Client Experience Overview