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| Zuckerman Investment Group LLC
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| CRD # | 137785 |
| SEC # | 801-65050 |
| CIK # | 0001423296 |
| AUM | $1.9 B (2025-03-28) |
| Employees | 20 (35% Investors, 0% Brokers) |
| Phone | 312-948-8000 |
| Address | 155 North Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001423296 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| GS Acquisition Holdings Corp | 90.1 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 51.9 | ||
| McKesson Corp | 36.6 | ||
| Microsoft Corp | 34.0 | ||
| KKR & Co LP | 30.4 | ||
| Alphabet Inc | 29.9 | ||
| Facebook Inc | 28.9 | ||
| Pentair Inc | 24.9 | ||
| Dicks Sporting Goods Inc | 24.9 | ||
| Avantor Inc | 24.0 | ||
| Icon PLC /Adr/ | 23.0 | ||
| CSW Industrials Inc | 22.9 | ||
| Roman DBDR Tech Acquisition Corp | 22.9 | ||
| Progressive Corp/Oh/ | 22.0 | ||
| Portillo's Inc | 21.9 | ||
| Chewy Inc | 21.1 | ||
| Amazon Com Inc | 20.8 | ||
| Apple Inc | 20.3 | ||
| Kenvue Inc | 20.0 | ||
| J P Morgan Chase & Co | 18.0 | ||
| Henry Schein Inc | 15.3 | ||
| Walt Disney Co | 14.9 | ||
| AbbVie Inc | 14.6 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | ZVS LLC | [2022-03-31] | 6.3 | 17.5 |
| Other | MDSZ LP | 2012-03-30 | 3.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 158 | 51.5 |
| (b) Individuals (high net worth individuals) | 241 | 1,604.8 |
| (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 | 18 | 209.8 |
| (g) Pension and profit sharing plans | 0 | 6.4 |
| (h) Charitable organizations | 0 | 21.7 |
| (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 | 5 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,369 | 1,899.8 |
| By Discretionary | ||
| Discretionary | 1,308 | 1,753.5 |
| Non-Discretionary | 61 | 146.3 |
| Total | 1,369 | 1,899.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,899.8 | |
| Total | 1,369 | 1,899.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Daniel Zuckerman | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001423296] | |
| SC 13D | [0001423296] | |
| SC 13G | [0001423296] |
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|---|---|---|
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CA | 3.3 |
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BOK Financial Securities Inc
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CO | 0.8 |
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Avalan LLC
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CA | 0.5 |