Zevenbergen Capital Investments is an investment advisor in Edmonds with $3.03 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
200262509
SEC advisor number
801-62477
FINRA CRD number
128990
AUM ?
$3.03 bn
(as of 15 May 23)
Accounts
325
(as of 15 May 23)
Employees
23
(7 investment advisory or research)
Address
Zevenbergen Capital Investments
601 UNION ST
STE 4600
SEATTLE
WA 98101
601 UNION ST
STE 4600
SEATTLE
WA 98101
Office hours
BY APPOINTMENT, MONDAY - FRIDAY 7:00 AM - 4:00 PM PACIFIC
Phone
2066828469
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Virtus Investment Partners, Inc. | Sole Shareholder | 11/2008 | > 75% |
Virtus Partners, Inc. | LLC Member | 01/2018 | < 5% |
Zevenbergen, Nancy, Ann | Director, President, Co-chief Investment Officer | 12/1986 | < 5% |
Zevenbergen, Nancy, Ann | Sole Shareholder | 10/2008 | > 75% |
Kopicky, Alexa, Parker | Principal, Chief Compliance Officer, Chief Financial Officer | 03/2021 | < 5% |
Zci Holdings LLC | LLC Member | 01/2023 | > 75% |
Zackery, Anthony, Ray | Principal, Portfolio Manager | 01/2023 | < 5% |
Dennison, Joseph, Evans | Principal, Portfolio Manager | 01/2023 | < 5% |
EVENSTAR3 Inc. | LLC Member | 01/2023 | 50-75% |
Virtus Partners, Inc. | LLC Member | 01/2023 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21