ZACKS INVESTMENT MANAGEMENT, INC.
CRD #110897 SEC #801-40592 CHICAGO, IL 312-265-9266
SEC Registered Private Funds
Total AUM
$12.4B
Discretionary
$12.4B
Employees
122
Clients
26
Accounts
12,050
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $12.4B | $12.4B | $0 | 122 | 25 |
| May 2024 | $10.6B | $10.6B | $0 | 111 | 25 |
| May 2023 | $8.4B | $8.4B | $0 | 114 | 25 |
| May 2023 | $7.8B | $7.8B | $0 | 96 | 22 |
| Aug 2022 | $7.8B | $7.8B | $0 | 96 | 22 |
| May 2022 | $7.8B | $7.8B | $0 | 96 | 22 |
| Aug 2021 | $6.2B | $6.2B | $0 | 96 | 22 |
| May 2021 | $6.2B | $6.2B | $0 | 96 | 22 |
| Jun 2020 | $4.5B | $4.5B | $0 | 100 | 14 |
| May 2020 | $4.5B | $4.5B | $0 | 100 | 14 |
| May 2019 | $5B | $5B | $0 | 105 | 14 |
| May 2018 | $4.8B | $4.8B | $0 | 88 | 11 |
| May 2017 | $4.2B | $4.2B | $0 | 88 | 2,500 |
| Jan 2017 | $3.3B | $3.3B | $0 | 95 | 3,200 |
| Nov 2016 | $3.3B | $3.3B | $0 | 95 | 3,200 |
| Jun 2016 | $3.3B | $3.3B | $0 | 95 | 3,200 |
| May 2015 | $4.1B | $3.5B | $608.3M | 84 | 3,200 |
| May 2014 | $3.4B | $2.9B | $553.7M | 78 | 3,200 |
| May 2013 | $2.6B | $2.2B | $424.4M | 72 | 2,600 |
| May 2012 | $2B | $1.8B | $194.9M | 51 | 2,000 |
| Mar 2012 | $1.8B | $1.6B | $196.6M | 51 | 2,000 |
| May 2011 | $1.8B | $1.6B | $177.5M | 51 | -- |
| Apr 2011 | $1.8B | $1.8B | $17M | 51 | -- |
| Jun 2010 | $1.8B | $1.8B | $17M | 51 | -- |
| Sep 2008 | $1.7B | $1.7B | $0 | 51 | -- |
| Mar 2008 | $1.7B | $1.7B | $0 | 51 | -- |
| Apr 2007 | $1.2B | $1.2B | $0 | 51 | -- |
| Jan 2007 | $712.7M | $712.7M | $0 | -- | -- |
| Jan 2007 | $712.7M | $712.7M | $0 | -- | -- |
| Dec 2006 | $712.7M | $712.7M | $0 | -- | -- |
| Sep 2005 | $446M | $446M | $0 | -- | -- |
| Sep 2004 | $215M | $215M | $0 | -- | -- |
| Jul 2004 | $215M | $215M | $0 | -- | -- |
| May 2004 | $215M | $215M | $0 | -- | -- |
| Nov 2003 | $182.9M | $182.9M | $0 | -- | -- |
| Mar 2002 | $260.7M | $260.7M | $0 | 10 | -- |
| Sep 2001 | $300.9M | $300.9M | $0 | 10 | -- |
| May 2001 | $300.9M | $300.9M | $0 | 10 | -- |
DateMay 2025
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees122
Clients25
DateMay 2024
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees111
Clients25
DateMay 2023
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees114
Clients25
DateMay 2023
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees96
Clients22
DateAug 2022
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees96
Clients22
DateMay 2022
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees96
Clients22
DateAug 2021
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees96
Clients22
DateMay 2021
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees96
Clients22
DateJun 2020
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees100
Clients14
DateMay 2020
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees100
Clients14
DateMay 2019
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees105
Clients14
DateMay 2018
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees88
Clients11
DateMay 2017
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees88
Clients2,500
DateJan 2017
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees95
Clients3,200
DateNov 2016
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees95
Clients3,200
DateJun 2016
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees95
Clients3,200
DateMay 2015
Total AUM$4.1B
Discretionary$3.5B
Non-Disc.$608.3M
Employees84
Clients3,200
DateMay 2014
Total AUM$3.4B
Discretionary$2.9B
Non-Disc.$553.7M
Employees78
Clients3,200
DateMay 2013
Total AUM$2.6B
Discretionary$2.2B
Non-Disc.$424.4M
Employees72
Clients2,600
DateMay 2012
Total AUM$2B
Discretionary$1.8B
Non-Disc.$194.9M
Employees51
Clients2,000
DateMar 2012
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$196.6M
Employees51
Clients2,000
DateMay 2011
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$177.5M
Employees51
Clients--
DateApr 2011
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$17M
Employees51
Clients--
DateJun 2010
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$17M
Employees51
Clients--
DateSep 2008
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients--
DateMar 2008
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients--
DateApr 2007
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateJan 2007
Total AUM$712.7M
Discretionary$712.7M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$712.7M
Discretionary$712.7M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$712.7M
Discretionary$712.7M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$446M
Discretionary$446M
Non-Disc.$0
Employees--
Clients--
DateSep 2004
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$182.9M
Discretionary$182.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$260.7M
Discretionary$260.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$300.9M
Discretionary$300.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2001
Total AUM$300.9M
Discretionary$300.9M
Non-Disc.$0
Employees10
Clients--