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ZIEGLER CAPITAL MANAGEMENT, LLC, CRD 309195
CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PIERMONT LONG-SHORT FUND I, LP | Hedge Fund | $12.1M | Jun 24, 2021 | 4 | Mar 9, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| 1251 CAPITAL GROUP HOLDINGS, LLC | Shareholder | F | yes | 10/2018 | Apr 28, 2020 | Mar 29, 2024 |
| 1251 CAPITAL GROUP, INC | MANAGING MEMBER | E | yes | 10/2018 | Apr 28, 2020 | Mar 29, 2024 |
| 1251 FINANCING COMPANY, LLC | Member | E | yes | 10/2018 | Apr 28, 2020 | Mar 29, 2024 |
| BRIZIUS, CHARLES, ALBERT | MEMBER/MANAGER | F | yes | 06/2016 | Apr 28, 2020 | Mar 29, 2024 |
| DIFFRACTIVE MANAGERS GROUP PAYCO, LLC | Member | E | yes | 10/2018 | Mar 30, 2022 | Mar 29, 2024 |
| F/M MANAGERS GROUP, LLC | DIRECT OWNER | E | yes | 03/2020 | Mar 29, 2024 | Mar 29, 2024 |
| GLIDDEN, GREG | CHIEF EQUITY STRATEGIST | Na | yes | 01/2019 | Apr 28, 2020 | Mar 29, 2024 |
| HAILER, JOHN, THOMAS | MEMBER/MANAGER | D | yes | 01/2018 | Apr 28, 2020 | Mar 29, 2024 |
| MAGUIRE, CHRISTOPHER, JAMES | Manager | F | yes | 07/2016 | Apr 28, 2020 | Mar 29, 2024 |
| MORRIS, ALEXANDER, ROBERT | CHIEF EXECUTIVE OFFICER | Na | yes | 02/2023 | Feb 21, 2023 | Mar 29, 2024 |
| WILSON, MICHAEL, ARTHUR ROSS | Manager | F | yes | 07/2016 | Apr 28, 2020 | Mar 29, 2024 |
| MOONEY, MELISSA, MARY | CHIEF COMPLIANCE OFFICER | Na | no | 08/2023 | Aug 18, 2023 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| F/M INVESTMENTS LLC | n/a | Asset manager | $18B | N | yes | n/a |
| EMERALD ADVISERS, LLC | n/a | Institutional manager | $3.3B | N | yes | n/a |
| CONSERVATION RESOURCE PARTNERS, LLC | n/a | Asset manager | $822M | N | yes | n/a |
| F/M DISTRIBUTORS, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| ST. LOUIS | Mo | United States | 9 | no |
| Milwaukee | Wi | United States | 6 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Mar 29, 2024 | $6.6B | $6.6B | 53 | 28 | 2 | n/a | n/a |
| 2022 | Feb 21, 2023 | $6.4B | $6.4B | 64 | 30 | 2 | n/a | n/a |
| 2021 | Mar 30, 2022 | $8.1B | $8.0B | 67 | 32 | 2 | n/a | n/a |
| 2020 | Mar 30, 2021 | $8.3B | $8.2B | 76 | 32 | 2 | 1 | $12.1M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $6.6B | $6.4B | 3.3% | $8.3B | -7.1% | 53 | 64 | 2 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| F/M INVESTMENTS LLC | 3 | May 15, 2024 | Apr 2, 2024 | ST LOUIS, MO | Channel change | Other | 42.9% |
| F/M INVESTMENTS LLC | 4 | May 15, 2024 | Apr 2, 2024 | MILWAUKEE, WI | Firm absorbed | Other | 57.1% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| ZIEGLER CAPITAL MANAGEMENT, LLC | 3 | Jun 1, 2020 | Jun 12, 2020 | ST LOUIS, MO | Channel change | RIA to RIA | 30.0% |
| ZIEGLER CAPITAL MANAGEMENT, LLC | 4 | Jun 1, 2020 | Jun 12, 2020 | MILWAUKEE, WI | Channel change | RIA to RIA | 40.0% |