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ZEVENBERGEN CAPITAL INVESTMENTS LLC
CRD 128990 · SEC 801-62477
326 ADMIRAL WAY, SUITE 200, EDMONDS, WA, 98020-7261, United States
Phone
206-682-8469
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.57B
Discretionary AUM
$4.57B
Team
24 total employees; 10 advisory reps; 4 broker-dealer reps
Clients
—
Fees
Percentage of AUM; MODEL-ONLY PORTFOLIO
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)MODEL-ONLY PORTFOLIOS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $73.7M |
| High net worth individuals | 180 | $805.4M |
| Investment companies | 4 | $2.32B |
| Charitable organizations | 13 | $180.9M |
| Corporations/business entities | 29 | $84.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD