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Zuckerman Capital Management, LLC

EST. AUM
$123,492,879

CONTACTS

CLIENT ACCOUNTS
386

Firm Details

Metro area Los Angeles
CRD Number 148549
Website zuckermancapital.com
Client types

Overview

Zuckerman Capital Management, LLC is a SEC-registered investment adviser based in Los Angeles, providing personalized wealth management and financial planning services primarily to individuals and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, focusing on long-term asset allocation and diversified investment strategies. With approximately $123 million in assets under management, the firm integrates traditional securities with alternative investments such as private equity, private credit, and real estate. It operates on a fiduciary basis, charging primarily asset-based and performance fees. The firm also provides retirement planning and insurance solutions, emphasizing tailored financial strategies aligned with client-specific financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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