ZUCKERMAN INVESTMENT GROUP other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

18 5.88%

of those in investment advisory functions:

8

Registration:

SEC, Approved, 1/3/2006

AUM:

1,542,095,798 22.49%

of that, discretionary:

1,448,495,884 26.43%

Private Fund GAV:

9,794,399 20.29%

Avg Account Size:

1,211,387 14.02%

% High Net Worth:

65.41% -6.84%

SMA’s:

YES

Private Funds:

1

Contact Info

312 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1B 982M 818M 655M 491M 327M 164M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Zuckerman Investment Group, LLC Buys 2, Sells 3 in 4th Quarter
02/20/2023

Related Stocks: HUGS, THS, AVTR, UNVR, HSIC,

gurufocus.com

Top 5 3rd Quarter Trades of Zuckerman Investment Group, LLC
11/07/2022

Related Stocks: HUGS, THS, AVTR, UNVR, HSIC,

gurufocus.com

Zuckerman Investment Group, LLC Buys 2, Sells 3 in 2nd Quarter
08/15/2022

Related Stocks: AAP, CVET, IEMG, VWO, KKR,

gurufocus.com

Zuckerman Investment Group, LLC Buys 3, Sells 2 in 1st Quarter
05/18/2022

Related Stocks: VRT, KAR, HUGS, WBA, CMCSA,

gurufocus.com

Zuckerman Investment Group, LLC Buys KAR Auction Services Inc, Alibaba Group Holding, McKesson ...
08/17/2021

Related Stocks: MCK, VOO, VTWO, VO, ARKK, QQQ, KAR, BABA, CSQ, CHW, ARCC, XOM, TLS, F, TEVA, AEF, OCX,

gurufocus.com

Safeguard Scientifics Inc.
03/30/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 1 $9,794,399

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Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
92537N108 VERTIV HOLDINGS CO $71,412,980 8.00% -21.00% -25.00%
90384S303 ULTA BEAUTY INC $37,872,369 4.00% -1.00% 34.00%
58155Q103 MCKESSON CORP $35,219,364 4.00% 9.00% 0.00%
594918104 MICROSOFT CORP $29,011,967 3.00% 7.00% 0.00%
G7S00T104 PENTAIR PLC $28,261,865 3.00% -10.00% 0.00%
743315103 PROGRESSIVE CORP $23,710,927 3.00% 0.00% 0.00%
02079K305 ALPHABET INC $28,213,588 3.00% 19.00% -1.00%
126402106 CSW INDUSTRIALS INC $23,286,524 3.00% 13.00% 0.00%
253393102 DICKS SPORTING GOODS INC $29,690,375 3.00% -5.00% -1.00%
084670702 BERKSHIRE HATHAWAY INC DEL $25,542,848 3.00% -3.00% 0.00%

Brochure Summary

Overview

OVERVIEW OF ADVISORY BUSINESS Zuckerman Investment Group, LLC, a Delaware limited liability company (“Zuckerman Investment Group” or “we” or the “firm”) was formed in 2005 and is an investment adviser registered with the United States Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940, as amended. The firm is principally owned by ZIG Holding, LLC, Daniel R. Zuckerman Revocable Trust, and Michael P. Fisherman Revocable Trust. ZIG Holding is beneficially owned by Daniel R. Zuckerman and immediate family members of the Zuckerman Family. Further information on Daniel R. Zuckerman and Michael P. Fisherman, including their biographies, is contained in Zuckerman’s Form ADV Part 2B Brochure Supplement. The firm provides comprehensive family wealth management services to our broad client base. Our ongoing service offering includes customized investment portfolios, investment management, and financial planning on both a discretionary and non-discretionary basis using separately managed accounts. Each client establishes a custodial relationship with an independent bank or brokerage firm and opens an investment account in the client’s name that is managed by Zuckerman Investment Group. As of December 31, 2023, we managed $1,448,495,883.76 in discretionary assets and approximately $93,599,913.79 in non- discretionary assets. INVESTMENT MANAGEMENT The firm’s broader team of advisors and investment professionals meet on a recurring basis to create customized investment strategies that aim to maximize
wealth preservation while taking advantage of wealth creation opportunities. We also use our investment philosophy and internal research team to support our investment decisions. We primarily invest in exchange traded individual equity securities, fixed income securities, exchange traded funds and mutual funds. On a limited basis, we may recommend that our clients invest in alternative assets including private equity funds, real estate funds and other alternative funds. In order to understand our clients’ goals and objectives, we have an initial assessment meeting as well as ongoing communication with the clients. At the onset of a client relationship, we set an asset allocation based on the clients’ objectives. Our separately managed accounts generally follow a model portfolio that invests in the same securities as our other investors. Clients may impose restrictions on investing in certain securities or types of securities or limits on their weightings. ZVS LLC The firm provides investment advice to ZVS LLC, a Delaware limited liability company, which is a privately offered pooled investment vehicle. ZVS LLC invested in a private investment vehicle managed by a third-party investment manager (the “Underlying Fund”). Additional information about ZVS LLC is available in its offering documents (the “Offering Documents”). ZVS LLC is not currently accepting additional subscriptions at this time. Zuckerman Investment Group may provide investment advice to other privately offered pooled investment vehicles in the future.