Heron Bay Capital Management
Heron Bay Capital Management is an SEC-registered wealth manager in Bloomfield Hills, MI with $643.8M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Heron Bay Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305537, SEC 801-117590, data through 2026-05-12.
- AUM (assets under management / regulatory AUM)
- $643.8M (2026-05-12)
- Firm type
- Wealth Manager
- Location
- Bloomfield Hills, MI
- Employees
- 7
- Clients
- 127
- CRD
- 305537
- Ownership
- SEIVEST, LLC; SEIZERT, GERALD, LEE; SEIZERT, PAUL, CLARK; GERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990; PAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17
How much AUM does Heron Bay Capital Management have?
Heron Bay Capital Management reported $643.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-12).
Who owns Heron Bay Capital Management?
Disclosed owners and executives of Heron Bay Capital Management include SEIVEST, LLC, SEIZERT, GERALD, LEE, SEIZERT, PAUL, CLARK, GERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990, PAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.