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Zuckerman Investment Group
ZUCKERMAN INVESTMENT GROUP is an SEC-registered investment adviser in CHICAGO, IL, registered since 2006. The firm manages $2.2 billion in assets, with $2.1...
Overview
ZUCKERMAN INVESTMENT GROUP is an SEC-registered investment adviser in CHICAGO, IL, registered since 2006. The firm manages $2.2 billion in assets, with $2.1 billion on a discretionary basis. It has 15 employees and 6 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Principals
Daniel Zuckerman
President
Jim Zuckerman
Managing Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Zuckerman Investment Group?
Daniel Zuckerman serves as President and leads investment decisions, with Jim Zuckerman also involved as a Managing Principal. The office is governed by family members, which keeps the decision-making chain direct and avoids the committee delays common in institutional asset managers.
Does Zuckerman Investment Group participate in fund commitments or only direct deals?
The firm uses both approaches. It makes direct investments in real estate and co-invests directly alongside fund managers in private equity and venture deals, but it also commits to select external funds, particularly in venture capital and hedge fund strategies where direct sourcing is less practical.
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