Zevenbergen Capital Investments LLC

RIASEC Registered

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 organized as an LLC. The firm has been registered with the SEC since 2003. Its client mix includes individual and family clients as well as institutional investors; advisory work spans portfolio management for individuals and small businesses, investment companies, and corporate or institutional portfolios. Zevenbergen charges fees based on a percentage of assets under management and other fee arrangements. The firm does not describe itself as an active ESG investor. In addition to its advisory role, Zevenbergen has affiliations across the financial services ecosystem, including broker-dealer activity, other investment-adviser functions, commodity pool operator/commodity trading advisor roles, and acting as sponsor/GP or managing member of pooled investment vehicles. CNBC included the firm on its Top 100 Financial Advisory Firms lists in both 2020 and 2021.