Heron Bay Capital Management, LLC
● SEC registered since 2019CRD 305537SEC# 801-117590Bloomfield Hills, MI
Reg. AUM
$643.8M
Employees
7
Accounts
490
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 $643.8 million in regulatory assets under management and employs 7 people.
Heron Bay Capital Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chetan Rastogi Control | Portfolio Manager | 10-25% | 2021 |
| Gerald Lee Seizert Control | Managing Partner, Managing Member | 10-25% | 2019 |
| Joseph Ryan Ashmore Control | Director Of Research | 10-25% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Heron Bay Capital Management, LLC manage?
Heron Bay Capital Management, LLC reports $643.8 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
| Address | 40701 Woodward Ave, Suite 104, Bloomfield Hills, MI 48304 |
| Phone | 248-970-0900 |
| Fax | 248-970-0901 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1842149 |
| Discloses disciplinary history | No |
Regulatory AUM
$643.8M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$643.8Mregulatory AUM
Discretionary $591.2MNon-discretionary $52.5M