ZIEGLER CAPITAL MANAGEMENT, LLC
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served18-11 YoYRank #708 of mapped providers
Assets under administration$14.8B0.0%Market share · rank #850
Fees received$1MMedian $45,705/planSum across Schedule C direct + indirect
Net wins YoY-71 won · 8 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ZIEGLER CAPITAL MANAGEMENT, LLC plan look like?
Service mix · median fees per plan
Count of plans where ZIEGLER CAPITAL MANAGEMENT, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Securities brokerage commissions and fees; Investment managementCode 28 | 17 | $35,967 | |
Employee (plan)Code 30 | 1 | $114,606 |
Competitor overlap
Percent of ZIEGLER CAPITAL MANAGEMENT, LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ZIEGLER CAPITAL MANAGEMENT, LLC.
| Sponsor | From | Assets |
|---|---|---|
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSIONMI · 382256143-001 | NOVARA, TESIJA & CATENACCI, PLLC | $3M |
Plans lost in 2024
Appeared last year under ZIEGLER CAPITAL MANAGEMENT, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUNDNJ · 222331070-001 | F/M INVESTMENTS LLC | $1.4B |
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUNDNY · 136178512-001 | INSIGHT NORTH AMERICA LLC | $703M |
TRUSTEES BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUNDNJ · 226255484-001 | AMALGAMATED BANK | $120M |
HAWAII SHEET METAL WORKERS ANNUITYHI · 996027785-003 | EIDE BAILLY LLP | $109M |
CAPITAL BLUE CROSSPA · 230455154-001 | CONRAD SIEGEL | $83M |
TEAMSTERS LOCAL 819 PENSION FUND C/O SAVASTANY · 132578837-001 | WEAVER AND TIDWELL, LLP | $48M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $94,909 | 9y | - |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,MD · 526036829-001 | $1.1B | 3,382 | $8,489 | 9y | - |
PIPE & REFRIGERATION FITTERS LOCAL 537MA · 516030859-001 | $962M | 3,883 | $351,004 | 3y | - |
BOARD OF TRUSTEES OF THE SHEET METAL WORKERS 73 PENSION FUNDIL · 516126221-001 | $786M | 5,310 | $114,606 | 8y | - |
IRONWORKERS LOCAL 11 PENSION FUND BOARD OF TRUSTEESNJ · 226243387-001 | $398M | 3,371 | $35,967 | 10y | - |
IRONWORKERS LOCAL 11 ANNUITY FUND BOARD OF TRUSTEESNJ · 516135653-001 | $395M | 4,481 | $55,443 | 10y | - |
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 PENSION FUND BOARD OF TRUSTEIL · 376053929-001 | $328M | 2,029 | $35,949 | 10y | - |
MICHAEL BEST AND FRIEDRICH, LLPWI · 390934985-001 | $321M | 1,016 | $26,486 | 10y | 1 |
CONNECTICUT LABORERS ANNUITY FUND BOARD OF TRUSTEESCT · 061175481-001 | $274M | 7,097 | $124,277 | 10y | - |
JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS PENSION PLANMO · 436130595-001 | $266M | 2,328 | $33,896 | 6y | - |
Flag exposure
88.9%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (21)
Raw Schedule C names collapsed into ZIEGLER CAPITAL MANAGEMENT, LLC.
- B C ZIEGLER & COMPANY
- B.C. ZIEGLER AND COMPANY
- BC ZIEGLER & COMPANY
- PATRICIA ZIEGLER
- ZEIGLAR CAPITAL MANAGEMENT
- ZEIGLAR CAPITAL MANAGEMENT, LLC
- ZEIGLER CAMPITAL MANAGEMENT LLC
- ZEIGLER CAPITAL MANAGEMENT
- ZEIGLER CAPITAL MANAGEMENT LLC
- ZEIGLER CAPITAL MANAGEMENT, LLC
- ZEIGLER CAPTITAL MANAGEMENT LLC
- ZIEGLER
- ZIEGLER CAPITAL
- ZIEGLER CAPITAL MANAGEMENT
- ZIEGLER CAPITAL MANAGEMENT LLC
- ZIEGLER CAPITAL MANAGEMENT, LLC
- ZIEGLER CAPITAL MANAGMENT, LLC
- ZIEGLER CAPITAL MANGEMENT
- ZIEGLER CAPITAL MGMT, LLC
- ZIEGLER CAPITOL MGMT LLC
- ZIEGLER LOTSOFF CAPITAL MANAGEMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ZIEGLER CAPITAL MANAGEMENT, LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 5.56% | 7.76% | -2.21 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 5.56% | 1.76% | +3.80 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ZIEGLER CAPITAL MANAGEMENT, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent