Zevenbergen Capital Investments LLC
● SEC registered since 2003CRD 128990SEC# 801-62477Edmonds, WA
Reg. AUM
$4.57B
Employees
24
Accounts
339
Location
Edmonds, WA
Zevenbergen Capital Investments LLC assets under management
Zevenbergen Capital Investments LLC operates as an SEC-registered investment adviser based in Edmonds, WA. The firm has been registered since 2003. It reports $4.6 billion in regulatory assets under management and employs 24 people.
Zevenbergen Capital Investments LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexa Parker Kopicky Control | Principal, Chief Compliance Officer, Chief Financial Officer | Under 5% | 2021 |
| Anthony Ray Zackery Control | Principal, Portfolio Manager | Under 5% | 2023 |
| Joseph Evans Dennison Control | Principal, Portfolio Manager | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Zevenbergen Capital Investments LLC manage?
Zevenbergen Capital Investments LLC reports $4.6 billion in regulatory assets under management on its Form ADV.
How many employees does Zevenbergen Capital Investments LLC have?
Zevenbergen Capital Investments LLC reports 24 employees.
Where is Zevenbergen Capital Investments LLC located?
Zevenbergen Capital Investments LLC is based in Edmonds, WA and has been SEC-registered since 2003.
Does Zevenbergen Capital Investments LLC disclose fund performance?
Zevenbergen Capital Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 326 Admiral Way, Suite 200, Edmonds, WA 98020-7261 |
| Phone | 206-682-8469 |
| Office hours | Monday - Friday 6:30 a.m. - 3:30 p.m. Pacific |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1276918 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.57B▼ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$4.57Bregulatory AUM
Discretionary $4.57B