Zaloguj Zarejestruj się zadarmo

Carpe Diem Capital Management LLC (Chicago)


Carpe Diem Capital Management LLC is a large advisory firm based in Chicago. It manages $39.84 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2008.

Carpe Diem Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Carpe Diem Capital Management: assets under management

The assets under management (AUM) of Carpe Diem Capital Management LLC is $39.84 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.28 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carpe Diem Capital Management LLC for their services and products based on a percentage of assets under management 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.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
John David Ziegelman Shareholder, director, pres 1 Jan 2002 75% - 100% 2276531
Inc. C3 Management General partner 1 Feb 2002 50% - 75% 02-0549564
John D. Ziegelman 2002 Family Trust (Debra Ziegelman Trustee) Limited partner 1 Feb 2002 25% - 50% 20-6759731
John D. Ziegelman 2002 Family Trust (Peter Lieberman Trustee) Limited partner 1 Feb 2002 25% - 50% 20-6759731

Based in Chicago

The principal office where Carpe Diem Capital Management LLC performs its advisory services is located at 111 S Wacker Dr, Ste 3950, Chicago, IL 60606 4309, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-803-5010 or by fax 312-803-5017. The normal business hours are 8am-5pm on Monday - Friday.


Registered investment advisers similar to Carpe Diem Capital Management LLC