ZUCKERMAN INVESTMENT GROUP, LLC
Legal name: ZUCKERMAN INVESTMENT GROUP
CRD #137785 SEC #801-65050 CHICAGO, IL 312-948-8000
SEC Registered Private Funds
Total AUM
$1.9B
Discretionary
$1.8B
Employees
20
Clients
251
Accounts
1,369
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.9B | $1.8B | $146.3M | 20 | 0 |
| Mar 2024 | $1.5B | $1.4B | $93.6M | 18 | 0 |
| Mar 2023 | $1.3B | $1.1B | $113.3M | 17 | 0 |
| Sep 2022 | $1.2B | $1B | $130.1M | 17 | 0 |
| Mar 2022 | $1.2B | $1B | $130.1M | 17 | 0 |
| Aug 2021 | $1B | $952.6M | $95.7M | 15 | 0 |
| Mar 2021 | $1B | $952.6M | $95.7M | 15 | 0 |
| Jun 2020 | $946.5M | $875M | $71.5M | 12 | 0 |
| Mar 2020 | $946.5M | $875M | $71.5M | 12 | 0 |
| Jul 2019 | $834.3M | $812.2M | $22.1M | 13 | 0 |
| Mar 2019 | $834.3M | $812.2M | $22.1M | 13 | 0 |
| Mar 2018 | $847.2M | $824.7M | $22.6M | 14 | 0 |
| Jan 2018 | $830.4M | $812.3M | $18.1M | 13 | 0 |
| Mar 2017 | $830.4M | $812.3M | $18.1M | 13 | 500 |
| Sep 2016 | $756.8M | $741.2M | $15.6M | 14 | 500 |
| Mar 2016 | $756.8M | $741.2M | $15.6M | 14 | 500 |
| Aug 2015 | $816M | $803M | $13M | 15 | 500 |
| Feb 2015 | $816M | $803M | $13M | 15 | 500 |
| Sep 2014 | $757.1M | $747.8M | $9.3M | 12 | 400 |
| Mar 2014 | $757.1M | $747.8M | $9.3M | 12 | 400 |
| Jul 2013 | $592M | $585M | $7M | 10 | 200 |
| Jul 2013 | $592M | $585M | $7M | 10 | 200 |
| Apr 2013 | $592M | $585M | $7M | 10 | 200 |
| Mar 2012 | $480.1M | $474.2M | $5.8M | 6 | 26 |
| May 2011 | $432.8M | $427M | $5.8M | 10 | -- |
| Mar 2011 | $432.8M | $427M | $5.8M | 10 | -- |
| Mar 2010 | $317.6M | $308.4M | $9.2M | 5 | -- |
| Mar 2007 | $282M | $244M | $38M | 5 | -- |
| Nov 2005 | $143M | $143M | $0 | 5 | -- |
DateMar 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$146.3M
Employees20
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$93.6M
Employees18
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$113.3M
Employees17
Clients0
DateSep 2022
Total AUM$1.2B
Discretionary$1B
Non-Disc.$130.1M
Employees17
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1B
Non-Disc.$130.1M
Employees17
Clients0
DateAug 2021
Total AUM$1B
Discretionary$952.6M
Non-Disc.$95.7M
Employees15
Clients0
DateMar 2021
Total AUM$1B
Discretionary$952.6M
Non-Disc.$95.7M
Employees15
Clients0
DateJun 2020
Total AUM$946.5M
Discretionary$875M
Non-Disc.$71.5M
Employees12
Clients0
DateMar 2020
Total AUM$946.5M
Discretionary$875M
Non-Disc.$71.5M
Employees12
Clients0
DateJul 2019
Total AUM$834.3M
Discretionary$812.2M
Non-Disc.$22.1M
Employees13
Clients0
DateMar 2019
Total AUM$834.3M
Discretionary$812.2M
Non-Disc.$22.1M
Employees13
Clients0
DateMar 2018
Total AUM$847.2M
Discretionary$824.7M
Non-Disc.$22.6M
Employees14
Clients0
DateJan 2018
Total AUM$830.4M
Discretionary$812.3M
Non-Disc.$18.1M
Employees13
Clients0
DateMar 2017
Total AUM$830.4M
Discretionary$812.3M
Non-Disc.$18.1M
Employees13
Clients500
DateSep 2016
Total AUM$756.8M
Discretionary$741.2M
Non-Disc.$15.6M
Employees14
Clients500
DateMar 2016
Total AUM$756.8M
Discretionary$741.2M
Non-Disc.$15.6M
Employees14
Clients500
DateAug 2015
Total AUM$816M
Discretionary$803M
Non-Disc.$13M
Employees15
Clients500
DateFeb 2015
Total AUM$816M
Discretionary$803M
Non-Disc.$13M
Employees15
Clients500
DateSep 2014
Total AUM$757.1M
Discretionary$747.8M
Non-Disc.$9.3M
Employees12
Clients400
DateMar 2014
Total AUM$757.1M
Discretionary$747.8M
Non-Disc.$9.3M
Employees12
Clients400
DateJul 2013
Total AUM$592M
Discretionary$585M
Non-Disc.$7M
Employees10
Clients200
DateJul 2013
Total AUM$592M
Discretionary$585M
Non-Disc.$7M
Employees10
Clients200
DateApr 2013
Total AUM$592M
Discretionary$585M
Non-Disc.$7M
Employees10
Clients200
DateMar 2012
Total AUM$480.1M
Discretionary$474.2M
Non-Disc.$5.8M
Employees6
Clients26
DateMay 2011
Total AUM$432.8M
Discretionary$427M
Non-Disc.$5.8M
Employees10
Clients--
DateMar 2011
Total AUM$432.8M
Discretionary$427M
Non-Disc.$5.8M
Employees10
Clients--
DateMar 2010
Total AUM$317.6M
Discretionary$308.4M
Non-Disc.$9.2M
Employees5
Clients--
DateMar 2007
Total AUM$282M
Discretionary$244M
Non-Disc.$38M
Employees5
Clients--
DateNov 2005
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees5
Clients--