Portfolio Manager · Heron Bay Capital Management
Chetan Rastogi
CRD 7330130 · Named on Form ADV at one SEC-registered adviser
At a glance
Heron Bay Capital Management, an SEC-registered wealth manager based in Bloomfield Hills, MI with $644 million in regulatory assets, lists Chetan Rastogi on its Form ADV as Portfolio Manager, a control person.
Firms and roles
- Heron Bay Capital ManagementPortfolio ManagerWealth manager · Bloomfield Hills, MI · $644M in regulatory assets
AtlasMembers
Chetan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gerald L. SeizertChairman, Heron Bay Capital Management
- Paul C. SeizertManaging Partner, Heron Bay Capital Management
- JOSEPH R. ASHMOREPortfolio Manager, Heron Bay Capital Management
- Kevin R. KuhlChief Operating Officer, Chief Compliance Officer, Heron Bay Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Chetan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.