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 institutional registered investment adviser structured as an LLC. The firm has been registered with the SEC since 2003 and serves both individual & family clients and institutional investors. Its advisory work focuses on portfolio management across individuals and small businesses, investment companies, and broader business or institutional mandates. Fee arrangements include a percentage-of-assets model and other fee structures. The firm maintains industry ties beyond advisory work — including broker‑dealer relationships, roles as a sponsor/GP or managing member of pooled vehicles, and CPO/CTA activities — which suggests it both sources and sponsors investment vehicles in addition to managing client portfolios. Zevenbergen was named among CNBC’s Top 100 Financial Advisory Firms in 2020 and again in 2021.