Investment adviser · CRD 309195

ZCM

Investment adviser filing (IA)

ZIEGLER CAPITAL MANAGEMENT, LLC

CHICAGO, IL, United States · Form ADV filed Mar 29, 2024

Regulatory AUM
$6.61B
Form ADV · Item 5.F
Client accounts
1,486
Accounts, not individual clients
Employees
53
Reported in this filing
Advisory professionals
28
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Corporations & businesses532$3,477,752,64652.6%
Retirement plans100$1,640,859,52724.8%
High-net-worth individuals465$614,198,0019.3%
Other investment advisers57$231,733,0933.5%
Investment companies3$222,600,4773.4%
Charities63$128,067,5651.9%
Banks & thrifts33$118,928,1181.8%
Government entities14$101,855,7441.5%
Individuals210$48,360,7110.7%
Other clients6$28,705,0890.4%
Pooled investment vehicles1$159,0680.0%
Filing source

Form ADV 1858502 · Mar 29, 2024 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PIERMONT LONG-SHORT FUND I, LPHedge Fund · Last reported Jun 24, 2021$12.1MGross asset value
Auditor KAUFMAN, ROSSIN & CO, P.A. MIAMI, Florida, United States
Custodian WELLS FARGO PRIME SERVICES, LLC SAN FRANCISCO, California, United States Related to adviser: No
Prime broker WELLS FARGO PRIME SERVICES, LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KAUFMAN, ROSSIN & CO, P.A.
PCAOB 137

WELLS FARGO PRIME SERVICES, LLC
SEC 8-66677

WELLS FARGO PRIME SERVICES, LLC
CRD 133068 · SEC 8-66677

Fund details & source
Fund ID
805-2246347567
Reported beneficial owners
4
Minimum commitment
$1M

Form ADV 1543068 · Jun 24, 2021 · 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 29, 2024. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

30 SOUTH WACKER DRIVE, SUITE 2800
CHICAGO, IL, 60606, United States

CRD 309195

Filing source

Form ADV 1858502 · Mar 29, 2024 · 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.