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ZEVENBERGEN CAPITAL INVESTMENTS LLC
CRD 128990File 801-62477
APPROVED
Retail clients
Filing as of Sep 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.57B
Top 25% of cohort (national)
Discretionary AUM
$4.57B
Clients
334
339 accounts
Employees
24
Top 10% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 1, 2003
- Principal office
- 326 ADMIRAL WAY, SUITE 200, EDMONDS, WA, 98020-7261
- Phone
- 206-682-8469
- Website
- HTTP://WWW.ZCI.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.57B
- Discretionary AUM
- $4.57B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 339
- Non-discretionary accounts
- 0
- Total accounts
- 339
- AUM per client
- $13.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 29 | $84.0M |
| Investment companies | 4 | $2.32B |
| Charitable organizations | 13 | $180.9M |
| High net worth individuals | 180 | $805.4M |
| Pension and profit sharing plans | Fewer than 5 | $5.8M |
| State or municipal government entities | Fewer than 5 | $1.09B |
| Individuals (other than high net worth individuals) | 108 | $73.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — MODEL-ONLY PORTFOLIO
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 24 | decreased by1 |
| Apr 1, 2026 | Clients | 318 | 334 | increased by16 |
| Apr 1, 2026 | AUM | $4,990,660,000 | $4,565,697,000 | decreased by$424,963,000 |
| Apr 1, 2026 | Accounts | 324 | 339 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 274 | 318 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,901,584,000 | $4,990,660,000 | increased by$89,076,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 279 | 324 | increased by45 |
| Apr 1, 2022 | Employees | 21 | 25 | increased by4 |
| Apr 1, 2022 | Clients | 240 | 274 | increased by34 |
| Apr 1, 2022 | AUM | $5,819,719,000 | $4,901,584,000 | decreased by$918,135,000 |
| Apr 1, 2022 | Accounts | 244 | 279 | increased by35 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ZEVENBERGEN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ZEVENBERGEN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.