Seizert Capital Partners

RIASEC Registered

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$9.4M

Accounts

265

Employees

Advisory reps

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

FINTRX

Overview

Seizert Capital Partners is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration recorded in 2000) and serves both individual and family clients as well as institutional investors. Its advisory services include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. Fee arrangements include percentage-of-AUM billing, fixed fees, and performance-based fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.