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Heron Bay Capital Management Overview
Type
Multi Family Office
Year Founded
2020
General Information
Heron Bay Capital Management is a multi-family office headquartered in Bloomfield Hills, United States. Founded in 2020 by investment veterans Gerald and Paul Seizert after divesting Seizert Capital Partners, the firm channels decades of institutional equity experience into holistic wealth management for multigenerational families. It offers fee-only advisory, proprietary public-equity strategies, and comprehensive planning that integrates tax, estate, and philanthropic objectives.
Contact Information
Website:
https://heronbaycap.com
Year Founded:
2020
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Bloomfield Hills, MI, United States
Portfolio & Notable Allocations
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