RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 1, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Kuhl, Kevin, RogerICHIEF COMPLIANCE OFFICERNA Control
Kuhl, Kevin, RogerICHIEF COMPLIANCE OFFICERNA Control
SEIZERT, GERALD, LEEIMANAGING PARTNER AND MANAGING MEMBERNA Control
SEIZERT, GERALD, LEEIMANAGING PARTNER AND MANAGING MEMBERNA Control
SEIZERT, GERALD, LEEIMANAGING PARTNER AND MANAGING MEMBERNA Control
SEIZERT, GERALD, LEEIMANAGING PARTNER AND MANAGING MEMBERNA Control
SEIZERT, GERALD, LEEIMANAGING PARTNER AND MANAGING MEMBERNA Control
SEIZERT, GERALD, LEEIMANAGING PARTNER AND MANAGING MEMBERNA Control
SEIZERT, GERALD, LEEIMANAGING PARTNER AND MANAGING MEMBERNA Control
SEIZERT, GERALD, LEEIMANAGING PARTNER AND MANAGING MEMBERNA Control
SEIZERT, GERALD, LEEIMANAGING PARTNER AND MANAGING MEMBERNA Control
SEIZERT, PAUL, CLARKICHIEF COMPLIANCE OFFICERNA Control
SEIZERT, PAUL, CLARKICHIEF COMPLIANCE OFFICERNA Control
SEIZERT, PAUL, CLARKICHIEF COMPLIANCE OFFICERNA Control
SEIZERT, PAUL, CLARKICHIEF COMPLIANCE OFFICERNA Control
SEIZERT, PAUL, CLARKICHIEF COMPLIANCE OFFICERNA Control
SEIZERT, PAUL, CLARKICHIEF COMPLIANCE OFFICERNA Control
SEIZERT, PAUL, CLARKICHIEF COMPLIANCE OFFICERNA Control
SEIZERT, PAUL, CLARKICHIEF COMPLIANCE OFFICERNA Control
SEIZERT, PAUL, CLARKICHIEF COMPLIANCE OFFICERNA Control
SEIVEST, LLCDEMEMBERE Control
SEIVEST, LLCDEMEMBERE Control
SEIVEST, LLCDEMEMBERE Control
SEIVEST, LLCDEMEMBERE Control
SEIVEST, LLCDEMEMBERE Control
SEIVEST, LLCDEMEMBERE Control
SEIVEST, LLCDEMEMBERE Control
SEIVEST, LLCDEMEMBERE Control
SEIVEST, LLCDEMEMBERE Control
SEIVEST, LLCDEMEMBERE Control
SEIVEST, LLCDEMEMBERE Control
SEIVEST, LLCDEMEMBERE Control
SEIZERT, PAUL, CLARKICHIEF COMPLIANCE OFFICERC Control
SEIZERT, PAUL, CLARKIMANAGING PARTNERC Control
SEIZERT, PAUL, CLARKIMANAGING PARTNERC Control
ASHMORE, JOSEPH, RyanIDIRECTOR OF RESEARCHB Control
ASHMORE, JOSEPH, RyanIDIRECTOR OF RESEARCHB Control
ASHMORE, JOSEPH, RyanIDIRECTOR OF RESEARCHB Control
ASHMORE, JOSEPH, RyanIDIRECTOR OF RESEARCHB Control
ASHMORE, JOSEPH, RyanIDIRECTOR OF RESEARCHB Control
ASHMORE, JOSEPH, RyanIDIRECTOR OF RESEARCHB Control
Rastogi, ChetanIPORTFOLIO MANAGERB Control
Rastogi, ChetanIPORTFOLIO MANAGERB Control
Rastogi, ChetanIPORTFOLIO MANAGERB Control
Rastogi, ChetanIPORTFOLIO MANAGERB Control
Rastogi, ChetanIPORTFOLIO MANAGERB Control
Rastogi, ChetanIPORTFOLIO MANAGERB Control
SEIZERT, GERALD, LEEIMANAGING PARTNER, MANAGING MEMBERB Control
SEIZERT, GERALD, LEEIMANAGING PARTNER, MANAGING MEMBERB Control
SEIZERT, GERALD, LEEIMANAGING PARTNER, MANAGING MEMBERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
GERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990DESEIVEST, LLCF Control
GERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990DESEIVEST, LLCF Control
GERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990DESEIVEST, LLCF Control
GERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990DESEIVEST, LLCF Control
GERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990DESEIVEST, LLCF Control
GERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990DESEIVEST, LLCF Control
SEIZERT, GERALD, LEEIGERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990F Control
SEIZERT, GERALD, LEEIGERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990F Control
SEIZERT, GERALD, LEEIGERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990F Control
SEIZERT, GERALD, LEEIGERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990F Control
SEIZERT, GERALD, LEEIGERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990F Control
SEIZERT, GERALD, LEEIGERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990F Control
SEIZERT, GERALD, LEEIGERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990F Control
SEIZERT, GERALD, LEEIGERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990F Control
SEIZERT, GERALD, LEEIGERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990F Control
SEIZERT, PAUL, CLARKIPAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17F Control
SEIZERT, PAUL, CLARKIPAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17F Control
SEIZERT, PAUL, CLARKIPAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17F Control
SEIZERT, PAUL, CLARKIPAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17F Control
SEIZERT, PAUL, CLARKIPAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17F Control
SEIZERT, PAUL, CLARKIPAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17F Control
SEIZERT, PAUL, CLARKIPAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17F Control
SEIZERT, PAUL, CLARKIPAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17F Control
SEIZERT, PAUL, CLARKIPAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17F Control
PAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17DESEIVEST, LLCE Control
PAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17DESEIVEST, LLCE Control
PAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17DESEIVEST, LLCE Control
PAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17DESEIVEST, LLCE Control
PAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17DESEIVEST, LLCE Control
PAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17DESEIVEST, LLCE Control
PAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17DESEIVEST, LLCD Control
PAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17DESEIVEST, LLCD Control
PAUL C. SEIZERT REVOCABLE TRUST U/A/D 3/16/17DESEIVEST, LLCD Control
GERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990DESEIVEST, LLCC Control
GERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990DESEIVEST, LLCC Control
GERALD L. SEIZERT REVOCABLE TRUST U/A/D JUNE 11, 1990DESEIVEST, LLCC Control

Registrations

Federal

IA
May 1, 2025 REGISTERED

Notice Filings (6)

CA FL IL MI NH NY

Address

40701 WOODWARD AVE
SUITE 104
BLOOMFIELD HILLS, MI 48304
United States
Phone: 248-970-0900