Heron Bay Capital Management is an investment advisor in Bloomfield Hills with $197.28 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
844098993
SEC advisor number
801-117590
FINRA CRD number
305537
AUM ?
$197.28 mm
(as of 11 May 23)
Accounts
257
(as of 11 May 23)
Employees
5
(4 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM - 5:30 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Paul C. Seizert Revocable Trust U/a/d 3/16/17 | Member | 03/2017 | 50-75% |
Seivest, LLC | Member | 03/2019 | > 75% |
Seizert, Gerald, Lee | Managing Partner and Managing Member | 03/2019 | < 5% |
Seizert, Paul, Clark | Chief Compliance Officer | 11/2019 | < 5% |
Seizert, Gerald, Lee | Trustee | 06/1990 | |
Gerald L. Seizert Revocable Trust U/a/d June 11, 1990 | Member | 06/1990 | 25-50% |
Seizert, Paul, Clark | Trustee | 03/2017 | |
ASHMORE, JOSEPH, Ryan | Director of Research | 12/2021 | 10-25% |
Rastogi, Chetan | Portfolio Manager | 01/2021 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22