ZONE INVESTMENT MANAGEMENT, LLC

ZONE INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 314086). Regulatory assets under management: $21.9M.

Registration

• CRD: 314086
• Type: Registered investment adviser
• Phone: 847-293-2180
• Latest filing: 2026-01-28
• Regulatory AUM: $21.9M
• Discretionary AUM: $17.3M
• Non-discretionary AUM: $4.7M
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314086 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search