# ZUCKERMAN INVESTMENT GROUP, LLC

ZUCKERMAN INVESTMENT GROUP, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 137785
- Type: SEC-registered investment adviser
- SEC file number: 801-65050
- Location: 155 NORTH WACKER DRIVE, SUITE 1700, CHICAGO, IL, 60606
- Phone: 312-948-8000
- Latest filing: 2026-03-30
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $49.0M
- Clients: 15
- Accounts: 1,463

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities, Corporations, Investment cos

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Thomas V David | SENIOR VICE PRESIDENT | Pepper Pike, OH |
| Thomas G David | INVESTMENT ANALYST; SENIOR VICE PRESIDENT | Bristol, VA |
| Thomas Valentine David | SENIOR VICE PRESIDENT | — |
| Sherwin Alvin Zuckerman | CHAIRMAN; MANAGER | — |
| Daniel Ross Zuckerman | CEO & CHIEF COMPLIANCE OFFICER; MANAGER; SOLE TRUSTEE | — |
| Michael P Fisherman | PARTNER | — |
| STOTTS DEBORAH THIDA | CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT | — |
| ZUCKERMAN SHERWIN ALVIN | CHAIRMAN; CHAIRMAN, CEO & CLASS A SHAREHOLDER; CLASS A UNITHOLDER, MANAGER (+4 more) | — |
| ZUCKERMAN DANIEL ROSS | ANALYST AND CHIEF COMPLIANCE OFFICER; CEO; CEO & CHIEF COMPLIANCE OFFICER (+6 more) | — |
| ENOCH WILLIAM HOWARD | CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT | — |
| LIEBERMAN EVAN CORY | CHIEF COMPLIANCE OFFICER | — |
| HARVEY CHRISTOPHER ROBERT | DIRECTOR OF RESEARCH; INVESTMENT ANALYST | — |
| IZENMAN JEFFREY DAVID | EXECUTIVE VICE PRESIDENT | — |
| DRISCOLL WILLIAM ELLIOT | DIRECTOR OF RESEARCH | — |
| Palmer Kelly Lavieri | CHIEF COMPLIANCE OFFICER | — |
| FISHERMAN MICHAEL P | PARTNER | — |
| Labowitz Beth Sara | CO-TRUSTEE | — |
| Julie Ferber Zuckermarn | CO-TRUSTEE | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| ZVS LLC | Private Equity Fund | Delaware | 40 | $39.3M | $15K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137785/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137785/similar
- Related entities: https://search.stillhousedata.com/firm/137785/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137785

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.