RIA Intel›Advisers›Illinois›ZIEGLER CAPITAL MANAGEMENT, LLC

ZIEGLER CAPITAL MANAGEMENT, LLC

Advisory

N·CHICAGO, IL

Data as of Apr 16, 2020 · Source: SEC Form ADV

Total AUM

$10.7B

1-Year AUM Growth

+6.3%

3-Year CAGR

+0.2%

Employees

36

Assets Under Management

Total AUM$10.7B

Discretionary AUM$10.7B

Non-Discretionary AUM$21M

Discretionary %99.8%

Total Clients—

Team

Total Employees36

Investment Advisers86

Employee Growth (1Y)—

Filing History

Total Filings on Record65

First FilingMay 17, 2005

Latest FilingApr 16, 2020

🔒 Full AUM trend chart and 65 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ZIEGLER CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.