CRD: 143889
ZAK Investment Management Company, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2007
- Office Locations
- 2
Office Locations
About ZAK Investment Management Company, LLC
Zak Investment Management Company (ZIMCO) is a registered investment adviser led by CIO William N. Zak, CFA. The firm manages client portfolios with a disciplined, value-oriented approachâbuying good businesses below intrinsic value and concentrating on best ideas across the market. ZIMCO emphasizes alignment by investing alongside clients and prefers owner-operator management teams; serves retail and institutional relationships, with custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
WILLIAM NATHAN ZAK
Chief Compliance Officer, Managing Member, President
- CRD
- #5332037
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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AIDIS LUCIUS ZUNDE
--
- CRD
- #5577600
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,517,418 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,517,418 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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