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 SEC-registered advisory firm organized as an LLC and active since 2003. The firm serves both individual and institutional clients and principally provides discretionary portfolio management across individual/household accounts, investment companies, and business or institutional mandates. Its compensation model includes a percentage-of-AUM fee alongside other fee arrangements. Zevenbergen does not identify as an active ESG investor. The firm has industry affiliations beyond traditional advisory work, including relationships as a broker-dealer, an additional investment adviser, a CPO/CTA, and as a sponsor/GP/managing member of pooled investment vehicles. Zevenbergen was named to CNBC’s Top 100 Financial Advisory Firms list in 2020 and 2021.