Zacks Investment Management Inc

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Assets, Funds, Holdings

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CAFR Data
Zacks Investment Management Inc
CRD #110897
SEC #801-40592
CIK #
AUM $5.0 BB (100% Disc, 53% US)
Employees105 (10% Investors, 42% Brokers)
Phone312-265-9266
Address227 West Monroe Street
Chicago, IL 60606
Source [IAPD] [Website]
Total AUM ($BB)
5.04.03.02.01.00.02000200620132020
Sector Holding Cap ($MM) Value ($MM)
MSFT865,660.0100.2
MRK208,740.0100.1
HD206,070.093.3
PFE230,400.090.5
CSCO228,550.088.8
JNJ369,000.083.2
PG249,110.083.0
JPM341,670.075.7
VZ237,920.074.6
WMT286,110.074.6
View All
Holdings by Sector ($)
4.53.62.71.80.90.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Zacks Panther Fund LP [2015-03-12] 0.0 5.0
HF Zacks Market Neutral Limited Partnership 2008 [2010-06-09] 189.3 4.9
HF Zacks Limited Partnership 5.1
HF Zacks Limited Partnership 4.6
HF Zacks Long Short 0.8
HF Zacks Strategies II 4.6
View All
Fund Directors # Filings # Firms 2011 - 2020
Leonard Zacks 1 1
Benjamin Zacks 1 1
Mitchel Zacks 1 1
Zacks Investment Research Inc 1 1
Comparable Firms State AUM ($BB)
Churchill Management Corp
CA 5.5
Redmile Group LLC
CA 5.4
Pinnacle Associates Ltd
NY 5.3
Chartwell Investment Partners
PA 5.2
O'Shaughnessy Asset Management LLC
CT 5.1
Fulcrum Asset Management LLP
5.1
Disciplined Growth Investors Inc
MN 5.1
Sontag Advisory LLC
NY 5.0
Freestone Capital Management LLC
WA 4.7
Mirae Asset Global Investments USA LLC
NY 4.5
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