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 equity-focused investment adviser that manages concentrated, public-equity portfolios for both high-net-worth individuals and institutional clients. The firm is SEC-registered (since 2003) and structures most client relationships on a percentage-of-AUM fee basis alongside other fee arrangements. Its advisory activity emphasizes portfolio management across individuals, businesses and investment companies, and the firm also sponsors and manages pooled investment vehicles while maintaining broker-dealer and CPO/CTA affiliations. Investment activity shows a strong preference for exchange-traded equities and a relatively concentrated public-equity approach: the firm’s 13F disclosure indicates a relatively small number of larger positions rather than many tiny stakes, with a material top holding in Nvidia Corp. Zevenbergen has also been recognized in the industry—named a CNBC Top 100 Financial Advisory Firm in both 2020 and 2021.