ZIV Investment Company LLC

Overview

ZIV Investment Company LLC is a small limited liability company that serves individual and family clients. The firm operates as a broker-dealer and offers advisory services focused on portfolio management for individuals and small businesses as well as the selection of other advisers. It bills clients through a mix of asset-based fees and commissions and is identified as a capital allocator rather than a pure sub-advisor or institutional manager. The firm does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices