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Heron Bay Capital Management, LLC

● SEC registered since 2019CRD 305537SEC# 801-117590Bloomfield Hills, MI
Export (members)
Reg. AUM
$605.2M
Employees
7
Accounts
355
Location
Bloomfield Hills, MI

Heron Bay Capital Management, LLC assets under management

Heron Bay Capital Management, LLC is an investment advisory firm registered with the SEC based in Bloomfield Hills, MI. The firm has been registered since 2019. It reports $605.2 million in regulatory assets under management and employs 7 people.

Heron Bay Capital Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Chetan Rastogi ControlPortfolio Manager10-25%2021
Gerald Lee Seizert ControlManaging Partner, Managing Member10-25%2019
Joseph Ryan Ashmore ControlDirector Of Research10-25%2021
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Frequently asked questions

How much does Heron Bay Capital Management, LLC manage?

Heron Bay Capital Management, LLC reports $605.2 million in regulatory assets under management on its Form ADV.

How many employees does Heron Bay Capital Management, LLC have?

Heron Bay Capital Management, LLC reports 7 employees.

Where is Heron Bay Capital Management, LLC located?

Heron Bay Capital Management, LLC is based in Bloomfield Hills, MI and has been SEC-registered since 2019.

Does Heron Bay Capital Management, LLC disclose fund performance?

Heron Bay Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address40701 Woodward Ave, Suite 104, Bloomfield Hills, MI 48304
Phone248-970-0900
Fax248-970-0901
Office hours8:30 a.m. - 5:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1842149
Discloses disciplinary historyNo

Assets under management

Discretionary$580.3M
Non-discretionary$24.9M
Total (RAUM)$605.2M