Zuckerman Investment Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Zuckerman Investment Group LLC
CRD #137785
SEC #801-65050
CIK #1423296
AUM $834.3 MM (97% Disc, 100% US)
Employees13 (46% Investors, 0% Brokers)
Phone312-948-8000
Address155 North Wacker Drive
Chicago, IL 60606
Source IAPDexternal EDGARexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SCHL 1,430.0 26.0
AAP 11,140.0 23.7
MSFT 865,660.0 19.8
RL 9,710.0 19.6
IBM 122,540.0 18.9
CBS 18,310.0 18.4
BCO 3,740.0 16.8
TRN 3,000.0 15.7
HBB 289.6 15.2
AGCO 5,100.0 13.9
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other MDSZ LP
3.6
View All
Comparable Firms State AUM ($BB)
L & S Advisors Inc
CA
0.8
Edge Wealth Management LLC
NY
0.8
V Wealth Advisors LLC
KS
0.8
Gray Seifert & Co Inc
NY
0.8
PDR Advisors LLC
NC
0.8
Marco Investment Management LLC
GA
0.8
Gerald L RAY & Associates Ltd
TX
0.8
TRU Independence Asset Management LLC
OR
0.8
Summit Global Investments LLC
UT
0.8
Robustwealth Inc
NJ
0.8