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ZEVENBERGEN CAPITAL INVESTMENTS LLC

CRD 128990 · SEC 801-62477

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326 ADMIRAL WAY, SUITE 200, EDMONDS, WA, 98020-7261, United States

Phone

206-682-8469

Fax

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

TypeClientsAUM
Individuals108$73.7M
High net worth individuals180$805.4M
Investment companies4$2.32B
Charitable organizations13$180.9M
Corporations/business entities29$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