Zuckerman Investment Group, LLC
● SEC registered since 2006CRD 137785SEC# 801-65050Chicago, IL
Ranks #2,100 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.17B
Fund GAV
$39.3M
Private funds
1
Employees
15
Accounts
1,463
Location
Chicago, IL
Zuckerman Investment Group, LLC assets under management
Zuckerman Investment Group, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2006. It reports $2.2 billion in regulatory assets under management and employs 15 people. Zuckerman Investment Group, LLC manages 1 private fund with combined gross assets of $39.3 million, including Zvs LLC. By regulatory assets, it ranks 2,100 of 6,004 private fund managers.
Zuckerman Investment Group, LLC private funds
1 funds · $39.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Zvs LLC | Private Equity | $39.3M | $15K |
Zuckerman Investment Group, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel R. Zuckerman Rev. Trust Control | Class B Unitholder | 25-50% | 2018 |
| Daniel Ross Zuckerman Control | Ceo & Chief Compliance Officer | Under 5% | 2018 |
| Daniel Zuckerman Family Trust Dated 12/26/25 | Class B Unitholder | 10-25% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Zuckerman Investment Group, LLC manage?
Zuckerman Investment Group, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Zuckerman Investment Group, LLC manage?
Zuckerman Investment Group, LLC manages 1 private funds with combined gross assets of $39.3 million.
How many employees does Zuckerman Investment Group, LLC have?
Zuckerman Investment Group, LLC reports 15 employees.
Where is Zuckerman Investment Group, LLC located?
Zuckerman Investment Group, LLC is based in Chicago, IL and has been SEC-registered since 2006.
Does Zuckerman Investment Group, LLC disclose fund performance?
Zuckerman Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 155 North Wacker Drive, Suite 1700, Chicago, IL 60606 |
| Phone | 312-948-8000 |
| Fax | 312-277-2988 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1423296 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.17B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
AUM vs fund managersTop 35%
Larger than 65% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$2.17Bregulatory AUM
Discretionary $2.12BNon-discretionary $49M
Service providers
Auditor
Custodian