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Z•••••••• I••••••••• G••••, LLC, CRD 137785
CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| D••••• R••• Z•••••••• | Chartered Financial Analyst | CHICAGO, IL | 13 | 21 | n/a | no |
| M•••••• P• F•••••••• | n/a | CHICAGO, IL | 7 | 21 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Z••••••••• D•••••• R••• | CEO & CHIEF COMPLIANCE OFFICER UNITHOLDER UNITHOLDER | Na | yes | 03/2018 | Sep 1, 2026 | Sep 1, 2026 |
| D••••• R• Z•••••••• R••• T•••• | CLASS A UNITHOLDER, CLASS B UNITHOLDER | C | yes | 01/2018 | Jan 30, 2018 | Mar 28, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.2B | $1.9B | 14.1% | $1.3B | 19.8% | 15 | 20 | 0 | 0 |
| no |
| K•••• R••••• S••••••• | Chartered Financial Analyst | CHICAGO, IL | 7 | 21 | n/a | no |
| W•••••• H••••• E•••• | n/a | CHICAGO, IL | 6 | 27 | n/a | no |
| 5 |
| Mar 30, 2012 |
| dropped |
| n/a |
| D••••• R• Z•••••••• R••• T•••• | CLASS B UNITHOLDER | C | yes | 01/2018 | Jan 30, 2018 | Mar 28, 2024 |
| F••••••••• M••••••• P• | Partner | B | yes | 01/2022 | Mar 31, 2022 | Mar 28, 2024 |
| Z•• H••••••• L•• | MANAGER, CLASS A UNITHOLDER | D | yes | 01/2018 | Jan 30, 2018 | Mar 28, 2024 |
| Z••••••••• D•••••• R••• | Manager | F | yes | 03/2018 | Mar 30, 2012 | Mar 28, 2024 |
| Z••••••••• D•••••• R••• | SOLE TRUSTEE | F | yes | 02/2010 | Mar 30, 2012 | Mar 28, 2024 |
| Z••••••••• S••••••• A•••• | Chairman | Na | yes | 03/2018 | Mar 30, 2012 | Mar 28, 2024 |
| Z••••••••• S••••••• A•••• | Manager | F | yes | 01/2018 | Mar 30, 2012 | Mar 28, 2024 |
| D••••• Z•••••••• F••••• T•••• | CLASS B | B | no | 12/2025 | Sep 1, 2026 | Sep 1, 2026 |
| Mar 30, 2026 |
| $2.2B |
| $2.1B |
| 15 |
| 6 |
| 0 |
| 1 |
| n/a |
| 2024 | Mar 28, 2025 | $1.9B | $1.8B | 20 | 7 | 0 | 1 | n/a |
| 2023 | Mar 28, 2024 | $1.5B | $1.4B | 18 | 8 | 0 | 1 | $9.8M |
| 2022 | Mar 29, 2023 | $1.3B | $1.1B | 17 | 8 | 0 | 1 | $8.1M |
| 2021 | Mar 31, 2022 | $1.2B | $1.0B | 17 | 8 | 0 | 1 | $6.4M |
| 2020 | Mar 31, 2021 | $1.0B | $953M | 15 | 7 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $946M | $875M | 12 | 7 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $834M | $812M | 13 | 6 | 0 | n/a | n/a |
| 2017 | Mar 31, 2018 | $847M | $825M | 14 | 6 | 0 | n/a | n/a |
| 2016 | Mar 31, 2017 | $830M | $812M | 13 | 6 | n/a | n/a | n/a |
| 2015 | Mar 24, 2016 | $757M | $741M | 14 | 7 | n/a | n/a | n/a |
| 2014 | Feb 10, 2015 | $816M | $803M | 15 | 9 | n/a | n/a | n/a |
| 2013 | Mar 13, 2014 | $757M | $748M | 12 | 6 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $592M | $585M | 10 | 5 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $480M | $474M | n/a | n/a | n/a | 1 | $3.6M |