ZIV Investment Company LLC

Overview

ZIV Investment Company LLC operates as a small, individual-owner advisory and broker-dealer firm focused on serving individuals and families. The firm provides portfolio management for individuals and small businesses and offers selection-of-other-advisers services, positioning itself as a capital allocator for bespoke client relationships. Fee arrangements combine a percentage of AUM with commissions, and the firm reports it is not an active ESG investor. Investment activity is concentrated in liquid public securities; the firm’s regulatory filing shows a clear preference for equities and exchange-traded instruments. Given the reported size and client count, ZIV Investment Company LLC appears to manage bespoke, high-touch relationships rather than a broad retail book, and it can engage outside managers when clients require strategies or exposures beyond its in-house approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices