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ZUCKERMAN CAPITAL MANAGEMENT, LLC

dba ZUCKERMAN CAPITAL MANAGEMENT, LLC · CRD 148549 · Registered Investment Adviser

ZUCKERMAN CAPITAL MANAGEMENT, LLC is a Registered Investment Adviser headquartered in LOS ANGELES, CA. The firm reports $123,492,879 in regulatory assets under management across 386 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$106,449,421
Non-discretionary$17,043,458
Total RAUM$123,492,879
Accounts386

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 148549. adviserinfo.sec.gov/firm/summary/148549.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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