The ZUCKERMAN INVESTMENT GROUP, LLC is a privately held investment adviser that advises $2.17Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ZUCKERMAN INVESTMENT GROUP, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 106.71% over the last 5-years.
The Group has been registered with the SEC for 20.59 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 155 NORTH WACKER DRIVE SUITE 1700, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 15 employees comprised of 6 investment and 9 non-investment staff. The total number of Employees remained the same over the last few years.
Their $2.17Bn in assets advised are owned by 14 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $1.99Bn or 91.71% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $86.29mn or 3.98% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $39.27mn in assets.
The Group discloses management fees.
ZUCKERMAN INVESTMENT GROUP, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.