ZIEGLER LINK-AGE MANAGEMENT III, LLC
Firm details
- Headquarters
- MILWAUKEE, Wisconsin
- CRD number
- 319701
- Website
- www.ziegler.com
Firm profile
FINTRXOverview
Ziegler Link‑Age Management III, LLC operates as a small, corporate investment manager that chiefly appears to function through sponsored pooled vehicles rather than a broad retail advisory platform. Regulatory classifications list the firm in multiple roles — including broker‑dealer, investment adviser, commodity pool operator/CTA and sponsor or managing member of pooled investment vehicles — which indicates the firm structures and manages private funds and plays an active operational role in those vehicles. The firm is not identified as an active ESG investor, is not a multi‑state adviser and is not positioned as a pension consultant. Its public profile points to a narrow, product‑centric business model focused on private fund management and sponsorship rather than on delivering a wide range of retail advisory services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Kent Anderson
CEOCRD 7717279
ROBERT COLLINS
President, CEOCRD 6487753
Contacts
3 of 3NEIL BORG
Senior Managing DirectorCRD 2789983
JAMES BUSHMAN
DirectorCRD 1248254
KATIE SCHMITZ
DirectorCRD 6419756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MILWAUKEE, WI
MILWAUKEE
Location
MILWAUKEE, WI
Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- MILWAUKEE
- Address
- 790 N Water St
- Time zone
- CT (UTC-6)
- Office locations
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