ZAZOVE ASSOCIATES LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.97B |
| Discretionary | $1.97B100% of AUM |
| Client Accounts | 72 |
| Avg Account Size | $27.3M |
| Employees | 21 |
| Peak AUM | $5.95BMar 2011 |
| AUM CAGR | +1.8% /yrover 25 yrs · 37 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.0B | 5.1% | 4.7% | 3.0% | |
| Discretionary AUM | $2.0B | ||||
Key Metrics
| Total AUM | $1.97B |
| Discretionary | $1.97B |
| Employees | 21 |
| Client Accounts | 72 |
Contact & Location
Address
1001 TAHOE BLVD
INCLINE VILLAGE NV 89451
Phone
775.298.7500
Filing History
37 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Pension Plans
Corporations
Government
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported