Zevenbergen Capital Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Edmonds, WA. Its latest Form ADV filing, dated March 27, 2026, reports $4.6B in regulatory assets under management, 24 employees, and 339 accounts.
Assets Under Management
$4.6B
Employees
24
Offices
--
Total Clients
334
Primary office
EDMONDS, WA
326 ADMIRAL WAY, SUITE 200, EDMONDS, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.9% of total clients.
Top client categories% of clientsClients
1
HNWI
53.9%
180
2
Individuals
32.3%
108
3
Corporations
8.7%
29
4
Charitable
3.9%
13
5
Investment Cos.
1.2%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.6Bas of March 27, 2026
Discretionary100.0%
$4.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.6B
Total Accounts339
10Y AUM Change+$2.4B (+112.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee14:1
10Y Employee Change+6 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.