Kyle A Pezzi

Employer firm

Pezzi Private Capital CRD 342609

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → 07/2021
  G2 Investment Partners Llc
  New York, NY
• 09/2021 → 04/2023
  Lazard Asset Management Llc
  New York, NY
• 04/2023 → 02/2026
  Kingtree & Warwick Llc
  Fairfield, CT
• 02/2026 → Present
  L&K Warranty Holdings Llc
  Boca Raton, FL
• 04/2026 → Present
  Pezzi Private Capital Llc
  Westport, CT
• 07/2017 → 09/2020
  Bank Of America Merrill Lynch
  New York, NY
• 08/2016 → 06/2017
  Vanderbilt University
  Nashville, TN
• 08/2016 → 11/2016
  Pharos Capital
  Brentwood, TN
• 05/2019 → 09/2020
  Bofa Securities, Inc.
  New York, NY
• 06/2026 → Present
  Mercor Inc
  Westport, CT
• 06/2026 → Present
  Halluminate Inc
  Westport, CT
• 07/2021 → 09/2021
  Traveling Prior To Start Date
  New York, NY

Other Businesses

owner of several non-investment-related businesses: L&K Warranty Holdings LLC, Unity Property Management LLC, BLSK Wash Holdings II Corp, and BLSK Wash Holdings Corp I.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-01
• S63 Uniform Securities Agent State Law Examination
  2017-08-18

Other Names

• Kyle Andrew Pezzi
• Kyle A Pezzi
• Kyle Pezzi