Zebra Capital Management, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ibbotson, Roger, Glenn | Managing Member; Class A | Sep 2001 (25y) | 75% or more | |
| Holmgren, John, J | President; Managing Member; Class B | Oct 2011 (15y) | Less than 5% | |
| Lake, Kevin, J | Chief Compliance Officer; General Counsel | Jul 2015 (11y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 428 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Reported custodians
- State Street $103M (41% of AUM) Aug 2020
- The Master Trust Bank Of Japan, Ltd $80.5M (22% of AUM) May 2019
- Interactive Brokers $3.2M (100% of AUM) Mar 2024
- Morgan Stanley $1.9M (5% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗