ZUCKERMAN INVESTMENT GROUP, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 137785). Regulatory assets under management: $2.2B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities, Corporations, Investment cos.
| 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 | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| ZVS LLC | Private Equity Fund | Delaware | 40 | $39.3M | $15K |