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ZCM
CHICAGO, IL
312-368-1442
SEC #801-118813Total AUM
$6.6B
Employees
53Clients
1,484Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
30 SOUTH WACKER DRIVE
SUITE 2800
CHICAGO
IL 60606
United States
SUITE 2800
CHICAGO
IL 60606
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
312-368-1442
Other Offices
2
Financials
Total AUM
$6.6B
Accounts
1,486Discretionary
$6.6B
Accounts
1,484Non-Discretionary
$20.5M
Accounts
2
Clients
Individual Clients
210AUM
$48.4M
HNW Individual Clients
465AUM
$614.2M
Banking Clients
33AUM
$118.9M
Investment Company Clients
3AUM
$222.6M
Pooled Vehicle Clients
1AUM
$159.1K
Pension/Profit Sharing Plan Clients
100AUM
$1.6B
Charitable Organization Clients
63AUM
$128.1M
Government Entity Clients
14AUM
$101.9M
Investment Advisor Clients
57AUM
$231.7M
Corporation or Business Clients
532AUM
$3.5B
Other Clients
6AUM
$28.7M
Description of Other Clients
TRIBAL ACCOUNTS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.