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HERON BAY CAPITAL MANAGEMENT
HERON BAY CAPITAL MANAGEMENT, LLC
CRD 305537 · SEC 801-117590
40701 WOODWARD AVE, SUITE 104, BLOOMFIELD HILLS, MI, 48304, United States
Phone
248-970-0900
Fax
248-970-0901
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$643.8M
Discretionary AUM
$591.2M
Team
7 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $92.0M |
| High net worth individuals | 46 | $492.2M |
States served
CA, IL, MI, NY, NH, FL
All web addresses on file
Official SEC filing: View on IAPD