Ziegler Lotsoff Capital Management, LLC (Chicago)
Ziegler Lotsoff Capital Management, LLC is a large advisory firm based in Chicago. It manages $4.25 billion of regulatory assets for 1,312 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Alabama, California, Colorado, and 13 other states.
Ziegler Lotsoff Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Ziegler Lotsoff Capital Management: assets under management
The assets under management (AUM) of Ziegler Lotsoff Capital Management, LLC is $4.25 billion. The firm's AUM has grown by 57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Ziegler Lotsoff Capital Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Ziegler Lotsoff Capital Management, LLC
Ziegler Lotsoff Capital Management, LLC is owned by Joseph Nir Pappo. Stifel Financial Corporation joined the executive team most recently as the Shareholder.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Chicago
The principal office where Ziegler Lotsoff Capital Management, LLC performs its advisory services is located at 20 North Clark Street, Chicago, IL 60602, which is also the mailing address of the firm. An additional office of the firm is in Milwaukee, WI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-368-1442 or by fax 312-750-1131. The normal business hours are 8:00 a.m - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.ziegler.com.
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