Zuckerman Capital Management, LLC: new SEC registration, $123M AUM, Los Angeles, CA
Zuckerman Capital Management, LLC (Los Angeles, California): new SEC registration, $123M AUM, Los Angeles, CA. Its amount of 123 is below the median of 135 (42nd percentile). Dated 232 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 123 · 42th percentile of 1,225 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 165 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Zuckerman Capital Management, LLC |
| Legal name | Zuckerman Capital Management, LLC |
| CRD | 148549 |
| Status | Approved |
| Registered with the SEC | 2026-03-18 |
| Latest Form ADV filing | 2026-04-23 |
| Location | Los Angeles, CA, United States |
| Regulatory AUM | $123,492,879 |
| Accounts | 386 |
| Employees | 2 |
| Website | HTTP://WWW.ZUCKERMANCAPITAL.COM |
| amount percentile | 42th of 1,225 (median 135, 0.9x median) |
| Peer records CSV (166 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-18
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Beacon Coast Partners, LLC · Trace Capital · Meson Quantitative Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Zuckerman Capital Management, LLC and 166 California peers
- California NewRiaPulse records like this one: 166
- Zuckerman Capital Management, LLC's amount: 42nd percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $33,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $123M under management.
- Website on file.
What is the NewRiaPulse record for Zuckerman Capital Management, LLC in Los Angeles, California?
Zuckerman Capital Management, LLC received SEC registration as an investment adviser (2026-03-18) with $123,492,879 in regulatory assets under management, based in Los Angeles, CA.
How does Zuckerman Capital Management, LLC compare to other California NewRiaPulse records?
Its amount of 123 is below the median (42th percentile); smaller records often move faster and face less competition. It is 232 days old; check the official source for later updates before acting.
Zuckerman Capital Management, LLC vs. top 2 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Zuckerman Capital Management, LLC | Los Angeles, CA | 123 | 42nd | 2026-03-18 |
| Capital Synergy Partners | Irvine, CA | 102 | 13th | 2026-10-21 |
| Presidio Group Advisors | Walnut Creek, CA | 439 | 85th | 2026-10-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.