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1200 Shermer Rd Ste 216, Northbrook, IL 60062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-04-21 |
| TX | RA | APPROVED | 2022-04-21 |
Branch Locations
1200 Shermer Rd Ste 216, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ziegler Capital Management, Llc | Chicago | IL | 08/2005 | 03/2022 |
| Mendel Money Management Inc. | Northbrook | IL | 04/2022 | Present |
1). NAME OF OBA: INDIAN PEAKS BREWING COMPANY ADDRESS OF OBA: LONGMONT, COLORADO NATURE: CRAFT BREWING COMPANY INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: MEMBER OF THE BOARD OF DIRECTORS DUTIES: ATTEND MONTHLY TELEPHONIC BOARD MEETINGS START DATE: 01/01/1995 APPROX. NUMBER OF HOURS/MONTH: 2 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 2). NAME OF OBA: SUN CREATIVE INVESTMENTS L.P. ADDRESS OF OBA: WASHINGTON, D.C. NATURE: INVESTMENT PARTNERSHIP WITH FAMILY INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: PARTNER DUTIES: OVERSEE INVESTMENTS START DATE: 01/01/1992 APPROX. NUMBER OF HOURS/MONTH: 2 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1 3). NAME OF OBA: BURKA OCEANAGE, LLC ADDRESS OF OBA: FORT LAUDERDALE, FLORIDA NATURE: REAL ESTATE INVESTMENT INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: OWNER DUTIES: OVERSEE PROPERTY START DATE: 01/01/2003 APPROX. NUMBER OF HOURS/MONTH: 1 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 4. NAME OF OBA: ARTEMIS CHAMBER ORCHESTRA ADDRESS OF OBA: WILMETTE, IL 60091-2213 NATURE: NOT FOR PROFIT CHAMBER ORCHESTRA INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: MEMBER OF THE ARTMETIS CHAMBER ORCHESTRA ENDOWMENT COMMITTEE DUTIES: SERVE ON THE ENDOWMENT COMMITTEE, HELP WITH OVERSEEING THE ENDOWMENT, MEET AT LEAST QUARTERLY START DATE: 11/06/2025 APPROX. NUMBER OF HOURS/MONTH: 1 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 5. NAME OF OBA: KOL ZIMRAH JEWISH COMMUNITY SINGERS ENDOWMENT FUND ADDRESS OF OBA: GLENVIEW, IL 60025 NATURE: NOT FOR PROFIT COMMUNITY MUSIC GROUP INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: MEMBER OF KZ ENDOWMENT COMMITTEE DUTIES: SERVE ON ENDOWMENT COMMITTEE AND PARTICIPATE IN MEETINGS START DATE: 10/08/2025 APPROX. NUMBER OF HOURS/MONTH: 2 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-27 |
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