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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Zevenbergen Capital Investments LLC
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|---|---|
| CRD # | 128990 |
| SEC # | 801-62477 |
| CIK # | 0001276918 |
| AUM | $5.0 B (2025-03-19) |
| Employees | 25 (40% Investors, 4% Brokers) |
| Phone | 206-682-8469 |
| Address | 326 Admiral Way Edmonds, WA 98020-7261 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.5 | ||
| Taser International Inc | 0.3 | ||
| Tesla Motors Inc | 0.3 | ||
| Facebook Inc | 0.3 | ||
| MercadoLibre Inc | 0.3 | ||
| Shopify Inc | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| Netflix Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Trade Desk Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 0.1 |
| (b) Individuals (high net worth individuals) | 138 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 2.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.3 |
| (h) Charitable organizations | 16 | 0.2 |
| (i) State or municipal government entities | 0 | 1.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 34 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 324 | 5.0 |
| By Discretionary | ||
| Discretionary | 324 | 5.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 324 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.0 | |
| Total | 324 | 5.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001276918] | |
| SC 13G | [0001276918] |
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|---|---|---|
|
Frost Investment Advisors LLC
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|
TX | 5.1 |
|
Stockman Wealth Management Inc
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MT | 5.1 |
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Pine Ridge Advisers LLC
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NY | 5.1 |
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Boston Financial Management LLC
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MA | 5.0 |
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Crescent Grove Advisors LLC
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IL | 5.0 |
|
Alphapoint Inc
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CA | 5.0 |
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Shepherd Financial Investment Advisory LLC
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IN | 4.9 |
|
Gladstone Institutional Advisory LLC
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|
FL | 4.9 |
|
The Ascent Group LLC
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|
VA | 4.9 |
|
David Vaughan Investments LLC
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IL | 4.9 |