The ZACKS INVESTMENT MANAGEMENT, INC. is a privately held investment adviser that advises $8.34Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. ZACKS INVESTMENT MANAGEMENT, INC. 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 163.2% over the last 5-years.
The Group has been registered with the SEC for 34.56 years and is comprised of 2 filing and 0 relying advisers. They operate out of 20 office locations with their Headquarters at 101 N. WACKER DRIVE SUITE 1500, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 142 employees comprised of 14 investment and 128 non-investment staff. The total number of Employees increased by 47.92% over the last 5-years.
Their $8.34Bn in assets advised are owned by 2 private funds, 9 public funds and BDCs and 373 other accounts. Assets of High Net Worth Individuals clients own $3.48Bn or 41.77% of Total Assets and Other Investment Advisers own $2.41Bn or 28.85% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 98.4%, 1.32% and 0.28% of total assets, respectively.
They advise 9 types of clients, top clients are High Net Worth Individuals and Other Investment Advisers.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 4 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
ZACKS INVESTMENT MANAGEMENT, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.