RIA · CRD 137785SEC-RegisteredPrivate Fund Adviser

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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...

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 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

Real EstatePrivate EquityVenture CapitalHedge Funds

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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