Updated:
Heron Bay Capital Management
Heron Bay Capital Management was established in 2020 by Gerald and Paul Seizert following the sale of their prior institutional equity business.
Heron Bay Capital Management
Heron Bay Capital Management was established in 2020 by Gerald and Paul Seizert following the sale of their prior institutional equity business. The founders channel experience from Seizert Capital Partners into advisory and investment services for multiple families. The firm concentrates on public equity strategies and hedge fund exposure. It structures mandates around direct equity positions and external manager relationships within North America. Planning services incorporate tax, estate, and philanthropic coordination for clients. Gerald Seizert serves as a trustee of the University of Toledo Foundation and holds membership in the CFA Institute and CFA Society Detroit. The firm maintains the Gerald L. and Cheryl A. Seizert Foundation as a separate philanthropic vehicle.
General information
Firm type
Multi Family Office
Year founded
2020
Location
Region
North America
Country
United States
City
Bloomfield Hills
Corporate office
40701 Woodward Ave, Suite 104, Bloomfield Hills, MI 48304, United States
Principals
Gerald Seizert
Managing Partner and Chief Investment Officer
Paul Seizert
Chief Executive Officer and Managing Partner
Chet Rastogi
Partner and Portfolio Manager
Joseph Ashmore
Director of Research
Sector focus
Frequently asked questions
Who runs investment decisions at Heron Bay Capital Management?
Gerald Seizert serves as Managing Partner and Chief Investment Officer. Paul Seizert acts as Chief Executive Officer and Managing Partner. Chet Rastogi and Joseph Ashmore support portfolio management and research.
How is Heron Bay Capital Management related to Seizert Capital Partners?
Gerald and Paul Seizert founded Heron Bay after divesting Seizert Capital Partners. The new firm applies similar equity approaches to family office clients rather than institutional separate accounts.
Does Heron Bay Capital Management participate in fund commitments or only direct deals?
The firm deploys capital through hedge fund commitments and proprietary public-equity strategies. No direct company-level investments are disclosed in available records.
Where does the underlying wealth come from at Heron Bay Capital Management?
The firm serves multigenerational families. Wealth origin details beyond the founders' prior institutional equity business are not publicly specified.
Does Heron Bay Capital Management maintain philanthropic structures?
The Gerald L. and Cheryl A. Seizert Foundation operates as a distinct entity. Gerald Seizert also serves as a trustee of the University of Toledo Foundation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: