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Director, President, Chief Investment Officer · Zevenbergen Capital Investments LLC

Nancy A. Zevenbergen

CRD 1647033 · Named on Form ADV at one SEC-registered adviser

At a glance

Zevenbergen Capital Investments LLC, an SEC-registered asset manager based in Edmonds, WA with $4.6 billion in regulatory assets, lists Nancy A. Zevenbergen on its Form ADV as Director, President, Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Nancy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Alexa P. KopickyPrincipal, Chief Compliance Officer, Chief Financial Officer, Zevenbergen Capital Investments LLC
  • Anthony R. ZackeryPrincipal, Portfolio Manager, Zevenbergen Capital Investments LLC
  • Joseph E. DennisonPrincipal, Portfolio Manager, Zevenbergen Capital Investments LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nancy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.