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 a limited liability company that has been SEC-registered since 2000. The firm serves both individual and family clients as well as institutional investors and offers portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions. Its fee arrangements include a percentage of assets under management, fixed fees, and performance-based fees. The firm is not classified as an active ESG investor and is not listed as a multi-state adviser in the snapshot data.
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 1CHERYL 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 7Active vs passive
$8.4M in ETFs
51%
$4.3M
44%
$4.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2.9M | 4,413 | 34.27% |
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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