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ZI
RIA · CRD 4316State-Registered Investment Adviser

Updated:

ZIV Investment Company

Ziv Investment Company is a privately-owned, full-service broker-dealer and registered investment advisor, providing quality investment service to high net...

Overview

Ziv Investment Company is a privately-owned, full-service broker-dealer and registered investment advisor, providing quality investment service to high net worth individuals and institutions. It is a member of FINRA and investments are SIPC insured. The firm was established in 1969 in Chicago and became a founding member of the Chicago Board Options Exchange in 1973. It emphasizes Total Asset Management and Professional Wealth Management for clients.

General information

Firm type

RIA

Year founded

1969

Location

City

Chicago

Principals

Peter G. Ziv

President

Pamela R. Lambert

Principal / FinOp

Sector focus

high net worth individuals and institutions

Frequently asked questions

What investments does ZIV Investment Company make?

No specific investments, asset classes, or portfolio companies can be attributed to ZIV Investment Company based on public records. The firm has not disclosed holdings in any regulatory filing, media report, or voluntary transparency initiative. Its investment strategy and sector focus are entirely unknown.

How large is ZIV Investment Company?

No AUM, capital under management, or deployment figures are available for ZIV Investment Company. With no public filings, media coverage, or professional network presence, the firm's scale cannot be estimated even within a broad band. It remains in the 'Undisclosed' category for all financial metrics.

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