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Zacks Investment Management, Inc.

● SEC registered since 1992CRD 110897SEC# 801-40592Chicago, IL
Export (members)
Ranks #550 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$12.41B
Fund GAV
$12.2M
Private funds
2
Employees
122
Accounts
12,050
Location
Chicago, IL

Zacks Investment Management, Inc. assets under management

Zacks Investment Management, Inc. is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 1992. It reports $12.4 billion in regulatory assets under management and employs 122 people. Zacks Investment Management, Inc. manages 2 private funds with combined gross assets of $12.2 million, including Zacks Panther Fund LP. By regulatory assets, it ranks 550 of 5,911 private fund managers.

Zacks Investment Management, Inc. private funds

2 funds · $12.2M GAV
FundTypeGross assetsMin.
Zacks Panther Fund LPHedge$6.5M$100K
Zacks Strategies IIHedge$5.8M$100K

Zacks Investment Management, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Donald Eugene Ralph ControlChief Financial OfficerUnder 5%2011
Frank Christopher Lanza ControlChief Compliance OfficerUnder 5%2008
Leonard Harvey Zacks ControlDirectorUnder 5%1995
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Frequently asked questions

How much does Zacks Investment Management, Inc. manage?

Zacks Investment Management, Inc. reports $12.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Zacks Investment Management, Inc. manage?

Zacks Investment Management, Inc. manages 2 private funds with combined gross assets of $12.2 million.

How many employees does Zacks Investment Management, Inc. have?

Zacks Investment Management, Inc. reports 122 employees.

Where is Zacks Investment Management, Inc. located?

Zacks Investment Management, Inc. is based in Chicago, IL and has been SEC-registered since 1992.

Does Zacks Investment Management, Inc. disclose fund performance?

Zacks Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 N. Wacker Drive, Suite 1500, Chicago, IL 60606
Phone312-265-9266
Fax312-265-9538
Office hours9:00 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$12.41B
Non-discretionary$0
Total (RAUM)$12.41B

Service providers