ZIEGLER LINK-AGE MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MILWAUKEE, Wisconsin
CRD number
213513

Firm profile

FINTRX

Overview

Ziegler Link-Age Management, LLC is a small, multi-role investment firm organized as a limited liability company that operates primarily through pooled investment vehicles rather than traditional advisory accounts. The firm serves as an adviser and sponsor/GP for private funds and also has affiliations that include broker-dealer activities and commodity pool/CTA roles. It does not identify as an active ESG investor and is not positioned as a multi-state retail RIA focused on individual advisory relationships; instead its activity centers on managing and structuring alternative investment vehicles. Investment preferences are concentrated in private, illiquid strategies—most notably venture capital—where the firm appears to take an active sponsor or manager role. The firm does not report functioning as a dedicated capital allocator for separate account mandates and its public-facing advisory client base is effectively nil, reflecting a business model driven by fund management and sponsor responsibilities rather than broad retail wealth management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ROBERT COLLINS

    President, CEOCRD 6487753

  • Kent Anderson

    CEOCRD 7717279

Contacts

3 of 3
  • JAMES BUSHMAN

    DirectorCRD 1248254

  • KATIE SCHMITZ

    DirectorCRD 6419756

  • NEIL BORG

    Senior Managing DirectorCRD 2789983

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth