Chairman · Heron Bay Capital Management
Gerald L. Seizert
CRD 2107061 · 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 Gerald L. Seizert on its Form ADV as Chairman.
Firms and roles
- Heron Bay Capital ManagementChairmanWealth manager · Bloomfield Hills, MI · $644M in regulatory assets
AtlasMembers
Gerald’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
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Paul C. SeizertManaging Partner, Heron Bay Capital Management
- JOSEPH R. ASHMOREPortfolio Manager, Heron Bay Capital Management
- Chetan RastogiPortfolio 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 Gerald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.