# Zevenbergen Capital Investments LLC

> Zevenbergen Capital Investments LLC is an SEC-registered investment advisory firm in Edmonds, WA, registered since 2003, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 128990
- Filed as: ZEVENBERGEN CAPITAL INVESTMENTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edmonds, WA
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128990
- AdvisorCensus page: https://advisorcensus.com/firm/zevenbergen-capital-investments-llc-edmonds-wa-128990

## Quick answers

**How is Zevenbergen Capital Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Zevenbergen Capital Investments LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Zevenbergen Capital Investments LLC located?**
Zevenbergen Capital Investments LLC's principal office is in Edmonds, WA, according to its Form ADV.

**Is Zevenbergen Capital Investments LLC registered with the SEC or a state?**
Zevenbergen Capital Investments LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 128990.

**How much does Zevenbergen Capital Investments LLC manage?**
Zevenbergen Capital Investments LLC reports $4,565,697,000 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**How have Zevenbergen Capital Investments LLC's assets and staff changed since 2021?**
In the Form ADV data for Zevenbergen Capital Investments LLC: Regulatory assets under management: $5,819,719,000 in the October 2021 data and $4,565,697,000 in the October 2026 data, down 22%. Total employees: 21 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Zevenbergen Capital Investments LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (180); individuals (other than high net worth individuals) (108); corporations or other businesses not listed above (29).

**Which custodians does Zevenbergen Capital Investments LLC use?**
Zevenbergen Capital Investments LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, JPMorgan Chase, State Street Corporation, Charles Schwab and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Zevenbergen Capital Investments LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128990

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- JPMorgan Chase
- State Street Corporation
- Charles Schwab
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,565,697,000
- Discretionary: $4,565,697,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $73,747,000 |
| High net worth individuals | 180 | $805,433,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 4 | $2,322,126,000 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,843,000 |
| Charitable organizations | 13 | $180,882,000 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $1,093,628,000 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 29 | $84,038,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2003 (23 years)
- Employees: 24 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [zci.com](https://zci.com)
- LinkedIn @ZEVENBERGEN-CAPITAL-INVESTMENTS
- X @ZEVENBERGENCAP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,819,719,000 | 21 | March 30, 2021 |
| October 2022 | $4,901,584,000 | 25 | August 10, 2022 |
| October 2023 | $3,029,345,000 | 23 | August 14, 2023 |
| October 2024 | $4,411,874,000 | 24 | March 20, 2024 |
| October 2025 | $4,990,660,000 | 25 | March 19, 2025 |
| October 2026 | $4,565,697,000 | 24 | September 4, 2026 |

Regulatory assets under management: $5,819,719,000 in the October 2021 data and $4,565,697,000 in the October 2026 data, down 22%.
Total employees: 21 in October 2021 and 24 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zevenbergen Capital Investments LLC (CRD 128990): Form ADV filing data as of October 2026.