Overview
Assets Under Management: $5.0 billion
Headquarters: EDMONDS, WA
High-Net-Worth Clients: 138
Average Client Assets: $5 million
Frequently Asked Questions
ZEVENBERGEN CAPITAL INVESTMENTS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128990), ZEVENBERGEN CAPITAL INVESTMENTS LLC is subject to fiduciary duty under federal law.
ZEVENBERGEN CAPITAL INVESTMENTS LLC is headquartered in EDMONDS, WA.
ZEVENBERGEN CAPITAL INVESTMENTS LLC serves 138 high-net-worth clients according to their SEC filing dated March 19, 2025. View client details ↓
According to their SEC Form ADV, ZEVENBERGEN CAPITAL INVESTMENTS LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
ZEVENBERGEN CAPITAL INVESTMENTS LLC manages $5.0 billion in client assets according to their SEC filing dated March 19, 2025.
According to their SEC Form ADV, ZEVENBERGEN CAPITAL INVESTMENTS LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 138
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.14
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 324
Discretionary Accounts: 324
Regulatory Filings
CRD Number: 128990
Filing ID: 1961954
Last Filing Date: 2025-03-19 11:48:00
Website: https://zci.com