Seizert Capital Partners
Firm details
- Headquarters
- Birmingham, Michigan
- CRD number
- 108954
- Registered since
- September 11, 2000
- Website
- www.seizertcapital.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CHARLES SCHWAB & CO., INC., PRINICIPAL CUSTODY SOLUTION
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- State / Municipal Government52.43%
- Pension & Profit Sharing Plans13.79%
- HNWI10.79%
- Charitable Organizations8.56%
- Corporations / Businesses7.62%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Seizert Capital Partners is an independent registered investment adviser organized as an LLC and SEC-registered since 2000. The firm advises individuals, families and institutional clients and provides portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Its fee arrangements include percentage-of-AUM billing, fixed fees and performance-based fees. Seizert does not identify as an active ESG investor and is not described as a capital allocator.
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 Equities95%
- Cash & Cash Equivalents4%
- Other1%
Owners & executives
1 of 1
Cheryl Kotlarz
Chief Compliance OfficerCRD 2166687
Contacts
3 of 9Daniel Nye
Portfolio ManagerCRD 6637723
Christopher Heatley
Director, Client RelationsCRD 5820807
Manuel Trevino
Director of Client RelationsCRD 7434232
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$5.5M in ETFs
25%
$1.4M
67%
$4.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH) | BlackRock | Active | Ultrashort Bond | $1.8M | 36,356 | 33.39% |
Location
Birmingham, MI
Oakland
Location
Birmingham, MI
Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 34100 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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