Zacks Investment Management Inc

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Assets, Funds, Holdings

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Zacks Investment Management Inc
CRD #110897
SEC #801-40592
CIK #0001086483
AUM $4.5 BB (100% Disc, 100% US, 2020-06-30)
Employees 100 (11% Investors, 44% Brokers)
Phone312-265-9266
Address227 West Monroe Street
Chicago, IL 60606
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.01999200620132021
Sector Issuer Cap ($MM) Value ($MM)
MSFT 0.7 150.3
PG 0.2 116.8
HD 0.2 116.1
JPM 0.3 107.3
JNJ 0.3 93.1
CVX 0.2 91.5
PEP 0.2 91.5
WMT 0.3 91.5
MRK 0.2 90.5
INTC 0.2 90.5
View All
Holdings by Sector ($)
6.04.83.62.41.20.02011201420172021
Type Private Fund Date Sold ($MM) AUM ($MM)
HF Zacks Limited Partnership 2018-05-29 4.5
HF Zacks Panther Fund LP [2015-05-29] 0.0 5.0
HF Zacks Limited Partnership 2012-03-30 5.1
HF Zacks Long Short 2012-03-30 0.8
HF Zacks Market Neutral Limited Partnership 2008 [2012-03-30] 189.3 4.9
HF Zacks Strategies II 2012-03-30 3.7
Fund Directors # Filings # Firms 2011 - 2020
Mitchel Zacks 2
Benjamin Zacks 2
Leonard Zacks 1
Zacks Investment Research Inc 1
Comparable Firms State AUM ($BB)
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GA 4.8
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NY 4.8
Kabouter Management LLC
IL 4.7
Hamlin Capital Management LLC
NY 4.7
Avoro Capital Advisors LLC
NY 4.7
Permanens Capital LP
NY 4.6
Litman Gregory Asset Management LLC
CA 4.4
Arnhold LLC
NY 4.4
Mantle Capital Advisors LLC
NY 4.3
1607 Capital Partners LLC
VA 4.2
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