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Zevenbergen Capital Investments LLC

● SEC registered since 2003CRD 128990SEC# 801-62477Edmonds, WA
Export (members)
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
NameTitleOwnershipSince
Alexa Parker Kopicky ControlPrincipal, Chief Compliance Officer, Chief Financial OfficerUnder 5%2021
Anthony Ray Zackery ControlPrincipal, Portfolio ManagerUnder 5%2023
Joseph Evans Dennison ControlPrincipal, Portfolio ManagerUnder 5%2023
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Frequently 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

Address326 Admiral Way, Suite 200, Edmonds, WA 98020-7261
Phone206-682-8469
Office hoursMonday - Friday 6:30 a.m. - 3:30 p.m. Pacific
SEC regionSan Francisco Regional Office (SFRO)
CIK1276918
Discloses disciplinary historyNo

Regulatory AUM

$4.57B▼ 9%
Mar '25 — $4.99BApr '25 — $4.99BMay '25 — $4.99BJun '25 — $4.99BJul '25 — $4.99BAug '25 — $4.99BSep '25 — $4.99BOct '25 — $4.99BNov '25 — $4.99BDec '25 — $4.99BJan '26 — $4.99BFeb '26 — $4.99BMar '26 — $4.57BApr '26 — $4.57BMay '26 — $4.57BJun '26 — $4.57B
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