ZEVENBERGEN CAPITAL INVESTMENTS LLC
SEC RegisteredAbout the firm
Zevenbergen Capital Investments LLC is an SEC registered investment adviser specializing in managing high-conviction growth equity strategies. Founded in 1987 and headquartered in Edmonds, Washington, the firm employs a research-driven approach to identify and invest in companies with high-growth potential. ZCI's mission is to create long term wealth for our clients through innovative strategies and unwavering integrity.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Managing high-conviction growth equity strategies through concentrated portfolios with long-term holdings, focusing on disruptive innovation and companies with high-growth potential.
Who they serve
Individual investors, financial professionals (including advisors, broker-dealers, centralized research teams, RIAs, and IFAs), and institutional investors including public plans, corporations, foundations, endowments, high-net-worth individuals, corporate or government retirement plans, and family offices.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 108 | $74M |
| High Net Worth Individuals | 180 | $805M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| State/Municipal Entities | 13 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Wealth Management - First $25M | 1.00% |
| Wealth Management - Over $25M | — |
| Institutional - First $50M | 1.00% |
| Institutional - Over $50M | — |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ZEVENBERGEN CAPITAL INVESTMENTS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.