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Building 2ZUCKERMAN CAPITAL MANAGEMENT, LLC

Map pinLOS ANGELES, CA
Phone310-867-2778
NotebookSEC #801-135560
Total AUM
$123.5M
Employees
2
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2029 CENTURY PARK EAST
SUITE 400
LOS ANGELES
CA 90067
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
310-867-2778

ReceiptFinancials

Total AUM
$123.5M
Accounts
386
Discretionary
$106.4M
Accounts
377
Non-Discretionary
$17M
Accounts
9

ContactClients

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Individual Clients
63
AUM
$14M
HNW Individual Clients
52
AUM
$101.2M
Pension/Profit Sharing Plan Clients
9
AUM
$5.4M
Corporation or Business Clients
12
AUM
$2.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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