HERON BAY CAPITAL MANAGEMENT, LLC
Legal name: HERON BAY CAPITAL MANAGEMENT
CRD #305537 SEC #801-117590 BLOOMFIELD HILLS, MI 248-970-0900
SEC Registered
Total AUM
$605.2M
Discretionary
$580.3M
Employees
7
Clients
25
Accounts
355
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $605.2M | $580.3M | $24.9M | 7 | 0 |
| Mar 2025 | $605.2M | $580.3M | $24.9M | 7 | 0 |
| Mar 2024 | $562.5M | $544M | $18.5M | 5 | 0 |
| May 2023 | $197.3M | $193.7M | $3.6M | 5 | 0 |
| Mar 2023 | $197.3M | $193.7M | $3.6M | 5 | 0 |
| Aug 2022 | $240.8M | $240.8M | $0 | 6 | 1 |
| Mar 2022 | $240.8M | $240.8M | $0 | 6 | 1 |
| Feb 2021 | $200.9M | $200.9M | $0 | 5 | 0 |
| Feb 2021 | $200.9M | $200.9M | $0 | 5 | 0 |
| May 2020 | $148.3M | $148.3M | $0 | 4 | 0 |
| Mar 2020 | $148.3M | $148.3M | $0 | 4 | 0 |
| Oct 2019 | $0 | $0 | $0 | 2 | 0 |
DateMay 2025
Total AUM$605.2M
Discretionary$580.3M
Non-Disc.$24.9M
Employees7
Clients0
DateMar 2025
Total AUM$605.2M
Discretionary$580.3M
Non-Disc.$24.9M
Employees7
Clients0
DateMar 2024
Total AUM$562.5M
Discretionary$544M
Non-Disc.$18.5M
Employees5
Clients0
DateMay 2023
Total AUM$197.3M
Discretionary$193.7M
Non-Disc.$3.6M
Employees5
Clients0
DateMar 2023
Total AUM$197.3M
Discretionary$193.7M
Non-Disc.$3.6M
Employees5
Clients0
DateAug 2022
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees6
Clients1
DateMar 2022
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees6
Clients1
DateFeb 2021
Total AUM$200.9M
Discretionary$200.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$200.9M
Discretionary$200.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0