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Zuckerman Investment Group, LLC

● SEC registered since 2006CRD 137785SEC# 801-65050Chicago, IL
Export (members)
Ranks #1,937 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.9B
Fund GAV
$17.5M
Private funds
1
Employees
20
Accounts
1,369
Location
Chicago, IL

Zuckerman Investment Group, LLC assets under management

Zuckerman Investment Group, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2006. It reports $1.9 billion in regulatory assets under management and employs 20 people. Zuckerman Investment Group, LLC manages 1 private fund with combined gross assets of $17.5 million, including Zvs LLC. By regulatory assets, it ranks 1,937 of 5,911 private fund managers.

Zuckerman Investment Group, LLC private funds

1 funds · $17.5M GAV
FundTypeGross assetsMin.
Zvs LLCPrivate Equity$17.5M$15K

Zuckerman Investment Group, LLC owners & executives

9 reported
NameTitleOwnershipSince
Daniel R. Zuckerman Rev. Trust ControlClass B Unitholder25-50%2018
Daniel Ross Zuckerman ControlCeo & Chief Compliance OfficerUnder 5%2018
Michael P Fisherman ControlPartner10-25%2022
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Frequently asked questions

How much does Zuckerman Investment Group, LLC manage?

Zuckerman Investment Group, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.

How many private funds does Zuckerman Investment Group, LLC manage?

Zuckerman Investment Group, LLC manages 1 private funds with combined gross assets of $17.5 million.

How many employees does Zuckerman Investment Group, LLC have?

Zuckerman Investment Group, LLC reports 20 employees.

Where is Zuckerman Investment Group, LLC located?

Zuckerman Investment Group, LLC is based in Chicago, IL and has been SEC-registered since 2006.

Does Zuckerman Investment Group, LLC disclose fund performance?

Zuckerman Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address155 North Wacker Drive, Suite 1700, Chicago, IL 60606
Phone312-948-8000
Fax312-277-2988
Office hours8:30 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1423296
Discloses disciplinary historyNo

Assets under management

Discretionary$1.75B
Non-discretionary$146.3M
Total (RAUM)$1.9B

Service providers

Auditor