Investment adviser · CRD 148549
ZUCKERMAN CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
LOS ANGELES, CA, United States · Form ADV filed Apr 23, 2026
- Regulatory AUM
- $123M Form ADV · Item 5.F
- Client accounts
- 386 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 52 | $101,229,677 | 82.0% |
| Individuals | 63 | $13,989,848 | 11.3% |
| Retirement plans | 9 | $5,408,765 | 4.4% |
| Corporations & businesses | 12 | $2,864,589 | 2.3% |
Filing source
Form ADV 2097966 · Apr 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
2029 CENTURY PARK EAST, SUITE 400LOS ANGELES, CA, 90067, United States
CRD 148549
Filing source
Form ADV 2097966 · Apr 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.