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ZUCKERMAN CAPITAL MANAGEMENT, LLC
CRD 148549 · SEC 801-135560
2029 CENTURY PARK EAST, SUITE 400, LOS ANGELES, CA, 90067, United States
Phone
310-867-2778
Fax
310-867-2791
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$123.5M
Discretionary AUM
$106.4M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $14.0M |
| High net worth individuals | 52 | $101.2M |
| Pension/profit sharing plans | 9 | $5.4M |
| Corporations/business entities | 12 | $2.9M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD