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| Zuckerman Investment Group LLC
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| CRD # | 137785 |
| SEC # | 801-65050 |
| CIK # | 0001423296 |
| AUM | 2,167.1 M (2026-03-30) |
| Employees | 15 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-948-8000 |
| Address | 155 North Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001423296 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| GS Acquisition Holdings Corp | 100.6 | ||
| Alphabet Inc | 46.7 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 45.6 | ||
| McKesson Corp | 36.0 | ||
| Salesforce Com Inc | 35.8 | ||
| Icon PLC /Adr/ | 31.1 | ||
| Microsoft Corp | 30.9 | ||
| KKR & Co LP | 28.6 | ||
| AbbVie Inc | 28.3 | ||
| Roman DBDR Tech Acquisition Corp | 27.2 | ||
| Apple Inc | 25.6 | ||
| Dicks Sporting Goods Inc | 24.6 | ||
| Facebook Inc | 23.5 | ||
| Henry Schein Inc | 21.3 | ||
| CSW Industrials Inc | 20.9 | ||
| Amazon Com Inc | 20.8 | ||
| Pentair Inc | 20.6 | ||
| Resolute Holdings Management Inc | 19.9 | ||
| AEBI Schmidt Holding AG | 18.4 | ||
| J P Morgan Chase & Co | 17.7 | ||
| Progressive Corp/Oh/ | 17.5 | ||
| Siteone Landscape Supply Inc | 13.3 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | ZVS LLC | [2022-03-31] | 6.3 M | 39.3 M |
| Offered $6,350,000 · Filed 2021-12-17 (D) · Exemption 506(b) · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | MDSZ LP | 2012-03-30 | 3.6 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 0.1 |
| (b) Individuals (high net worth individuals) | 266 | 2.0 |
| (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 | 14 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,463 | 2.2 |
| By Discretionary | ||
| Discretionary | 1,434 | 2.1 |
| Non-Discretionary | 29 | 0.0 |
| Total | 1,463 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 1,463 | 2.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Daniel Zuckerman | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001423296] | |
| SC 13D | [0001423296] | |
| SC 13G | [0001423296] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
| LEI | 254900J76NZWL3P91R47 |
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