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They include 180 high-net-worth individuals, 108 individual clients, and 29 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Zevenbergen Capital Investments offer?","answer":"Zevenbergen Capital Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Zevenbergen Capital Investments use?","answer":"Zevenbergen Capital Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $506M, JP Morgan Chase & Co (Brooklyn, NY), with $494M, Pershing LLC (Jersey City, NJ), with $479M, State Street (Quincy, MA), with $426M and BNY Mellon (Pittsburg, PA), with $301M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Zevenbergen Capital Investments have?","answer":"Zevenbergen Capital Investments has 13 investment adviser representatives registered with state securities authorities, out of 24 employees, and 10 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Zevenbergen Capital Investments invest in?","answer":"At the end of its last fiscal year, Zevenbergen Capital Investments’ separately managed accounts held 95% exchange-traded equities, 2% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Zevenbergen Capital Investments?","answer":"Zevenbergen Capital Investments is owned through a chain of holding companies by Nancy Zevenbergen and Virtus Investment Partners, Inc. Its direct owner is Zci Holdings LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 4 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Zevenbergen Capital Investments get paid?","answer":"Zevenbergen Capital Investments is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Zevenbergen Capital Investments registered with the SEC?","answer":"Yes, Zevenbergen Capital Investments has been registered with the SEC as an investment adviser since 1 October 2003. 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