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| Zevenbergen Capital Investments LLC
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|---|---|
| CRD # | 128990 |
| SEC # | 801-62477 |
| CIK # | 0001276918 |
| AUM | $4.6 B (2026-03-27) |
| Employees | 24 (42% Investors, 8% Brokers) |
| Phone | 206-682-8469 |
| Address | 326 Admiral Way Edmonds, WA 98020-7261 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.4 | ||
| Advanced Micro Devices Inc | 0.2 | ||
| Tesla Motors Inc | 0.2 | ||
| Micron Technology Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Taser International Inc | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Shopify Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 0.1 |
| (b) Individuals (high net worth individuals) | 180 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 2.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 0.2 |
| (i) State or municipal government entities | 0 | 1.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 29 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 339 | 4.6 |
| By Discretionary | ||
| Discretionary | 339 | 4.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 339 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 339 | 4.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001276918] | |
| SC 13G | [0001276918] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Diversify Advisory Services LLC
✚
|
UT | 4.6 |
|
Graypoint LLC
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|
NY | 4.6 |
|
Journey Strategic Wealth LLC
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NJ | 4.6 |
|
Heritage Investors Management Corp
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MD | 4.6 |
|
Verdence Capital Advisors LLC
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|
MD | 4.6 |
|
Bowen Hanes & Co Inc
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|
FL | 4.6 |
|
Quotient Wealth Partners LLC
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|
TX | 4.6 |
|
Northeast Financial Consultants LLC
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|
CT | 4.6 |
|
Wharton Business Group LLC
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|
PA | 4.6 |
|
Spire Wealth Management LLC
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|
VA | 4.5 |