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ZIV INVESTMENT COMPANY

Advisory

CHICAGO, IL

Data as of Jun 30, 2026 · Source: SEC Form ADV

Rank in IL

#1,676

of 1,719 advisers by AUM

Average account

$1M

across 1 accounts

AUM per adviser

$612K

2 advisers

Source: SEC Form ADV. Figures as filed Jun 30, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, IL, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

1 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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