← Directory
ZEVENBERGEN CAPITAL INVESTMENTS LLC
CRD 128990File 801-62477
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.