Investment adviser · CRD 61
B. C. ZIEGLER AND COMPANY
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Mar 30, 2017
- Regulatory AUM
- $660M Form ADV · Item 5.F
- Client accounts
- 2,764 Accounts, not individual clients
- Employees
- 275 Reported in this filing
- Advisory professionals
- 60 Investment advisory functions
Private funds & service providers
7 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ZIEGLER EQUITY FUNDING V, LLCPrivate Equity Fund · Last reported Mar 30, 2017$868KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
B. C. ZIEGLER AND COMPANY
SEC 8-94
Fund details & source
- Fund ID
- 805-8785059072
- Reported beneficial owners
- 107
- Minimum commitment
- $100K
- Form D file number
- 021-1371099
Form ADV 1087500 · Mar 30, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ZIEGLER EQUITY FUNDING IV, LLCPrivate Equity Fund · Last reported Mar 30, 2017$383KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
B. C. ZIEGLER AND COMPANY
SEC 8-94
Fund details & source
- Fund ID
- 805-7365295543
- Reported beneficial owners
- 58
- Minimum commitment
- $100K
- Form D file number
- 021-1350533
Form ADV 1087500 · Mar 30, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ZIEGLER HEALTHCARE REAL ESTATE FUND II, LLCReal Estate Fund · Last reported Jul 24, 2014$12.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
B. C. ZIEGLER AND COMPANY
SEC 8-94
Fund details & source
- Fund ID
- 805-1170549886
- Reported beneficial owners
- 161
- Minimum commitment
- $50K
- Form D file number
- 021-1346445
Form ADV 836179 · Jul 24, 2014 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ZIEGLER HEALTHCARE REAL ESTATE FUND III, LLCReal Estate Fund · Last reported Jul 24, 2014$7.81MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
B. C. ZIEGLER AND COMPANY
SEC 8-94
Fund details & source
- Fund ID
- 805-3265152333
- Reported beneficial owners
- 71
- Minimum commitment
- $100K
- Form D file number
- 021-1382391
Form ADV 836179 · Jul 24, 2014 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ZIEGLER HEALTHCARE REAL ESTATE FUND I, LLCReal Estate Fund · Last reported Jul 24, 2014$7.39MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
B. C. ZIEGLER AND COMPANY
SEC 8-94
Fund details & source
- Fund ID
- 805-8774263569
- Reported beneficial owners
- 84
- Minimum commitment
- $100K
- Form D file number
- 021-1321166
Form ADV 836179 · Jul 24, 2014 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ZIEGLER HEALTHCARE REAL ESTATE FUND IV, LLCReal Estate Fund · Last reported Jul 24, 2014$5.12MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
B. C. ZIEGLER AND COMPANY
SEC 8-94
Fund details & source
- Fund ID
- 805-7884129275
- Reported beneficial owners
- 89
- Minimum commitment
- $50K
- Form D file number
- 021-111092
Form ADV 836179 · Jul 24, 2014 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ZIEGLER EQUITY FUNDING III, LLCPrivate Equity Fund · Last reported Mar 30, 2016$27.8KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
B. C. ZIEGLER AND COMPANY
SEC 8-94
Fund details & source
- Fund ID
- 805-9012829853
- Reported beneficial owners
- 102
- Minimum commitment
- $100K
- Form D file number
- 021-1303377
Form ADV 985811 · Mar 30, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 30, 2017. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
200 SOUTH WACKER DRIVE, SUITE 2000CHICAGO, IL, 60606, United States
CRD 61
Filing source
Form ADV 1087500 · Mar 30, 2017 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.