|
⚲
|
| Keyboard |
| Zuckerman Capital Management LLC
✚
|
|
|---|---|
| CRD # | 148549 |
| SEC # | 801-135560 |
| CIK # | |
| AUM | 123.5 M (2026-04-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 310-867-2778 |
| Address | 2029 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 14.0 |
| (b) Individuals (high net worth individuals) | 52 | 101.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 5.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 12 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 386 | 123.5 |
| By Discretionary | ||
| Discretionary | 377 | 106.4 |
| Non-Discretionary | 9 | 17.0 |
| Total | 386 | 123.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.5 | |
| Total | 386 | 123.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Agilis Investment Management LLC
✚
|
CT | 123.8 M |
|
TQM Wealth Partners LLC
✚
|
MA | 123.7 M |
|
Greenleaf Financial Network LLC
✚
|
123.7 M | |
|
Cosey Financial Services Inc
✚
|
TN | 123.7 M |
|
Fitzwilliams Wealth Management Inc
✚
|
VA | 123.5 M |
|
Daly Investment Management LLC
✚
|
IL | 123.5 M |
|
Ideal Retirement Solutions LLC
✚
|
FL | 123.5 M |
|
Gallagher Wealth Management Inc
✚
|
CA | 123.5 M |
|
Integra Financial Inc
✚
|
CO | 123.4 M |
|
Dewitt Investment Research & Management Inc
✚
|
PA | 123.2 M |