ZIV Investment Company LLC

Overview

ZIV Investment Company LLC is a small, SEC-registered limited liability company that combines broker-dealer activity with advisory work for individuals and small businesses. The firm acts as a capital allocator for a narrow client base of individual and family clients, offering portfolio management and the ability to select sub-advisers. Compensation mixes a percentage-of-assets model with transaction-based commissions. ZIV reports it is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices