HERON BAY CAPITAL MANAGEMENT
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 305537
- Registered since
- November 12, 2019
- Website
- www.heronbaycap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.46%
- Individuals14.29%
- Pension & Profit Sharing Plans9.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Heron Bay Capital Management is an independent, SEC-registered registered investment adviser formed as an LLC in 2019 and owned by an individual principal. The firm operates as a capital allocator serving primarily individual and family clients, charging fees as a percentage of assets under management. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. Heron Bay reports it is not an active ESG investor and is not registered as a multi-state adviser. The firm's stated preference is toward equities, and its business model blends discretionary portfolio management with third-party allocations. That mix positions Heron Bay to run concentrated public equity exposures while using external managers where they see a strategic fit.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Cash & Cash Equivalents6%
- US Government Bonds3%
- State & Local Bonds2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1Kevin Kuhl
Chief Compliance OfficerCRD 6775434
Contacts
3 of 6COLIN CONNERY
Relationship ManagerCRD 5902652
MATTHEW LATAREWICZ
Investment AnalystCRD 6289506
GERALD SEIZERT
Founding & Managing PartnerCRD 2107061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$4.3M in ETFs
55%
$2.3M
33%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P SMALL-CAP ETF (IJR) | BlackRock | Passive | Small Blend | $1.4M | 11,262 | 32.65% |
Location
Bloomfield Hills, MI
OAKLAND
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 40701 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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