Zevenbergen Capital Investments LLC

RIASEC RegisteredEst. 2003

Total AUM

$4.6B

Discretionary

$4.6B

100% of AUM

Avg account

$13.5M

Accounts

339

Employees

Advisory reps

Firm details

Headquarters: Edmonds, Washington
CRD number: 128990
Registered since: October 1, 2003
Website: www.zci.com
Custodians: CUSTODY BANK, CUSTODY BANK, CUSTODY ENTITY, CUSTODY ENTITY, CUSTODY BANK
Fee structure: Percentage of AUM, Other
Client types: Investment Companies50.86%
State / Municipal Government23.95%
HNWI17.64%
Charitable Organizations3.96%
Corporations / Businesses1.84%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Zevenbergen Capital Investments LLC is an SEC-registered investment adviser organized as an LLC and operating since 2003. The firm serves both individual and family clients as well as institutional accounts and provides discretionary portfolio management across individuals/small businesses, pooled investment companies, and business or institutional mandates. Its fee model includes percentage-of-AUM billing alongside other fee arrangements. The firm is affiliated with broker-dealer activities and identifies roles that include sponsor/GP or managing member of pooled vehicles and participation as a CPO/CTA or other investment adviser. Zevenbergen appeared on CNBC’s Top 100 Financial Advisory Firms list in 2020 and 2021.