SEIZERT CAPITAL PARTNERS
SEIZERT CAPITAL PARTNERS, LLC Legal Name
Adviser information for SEIZERT CAPITAL PARTNERS last updated from Form ADV on March 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 16 |
---|---|
Investment Advisory/Research | 6 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 9 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 251 | $2.1B |
Non-Discretionary | 0 | $0 |
Total | 251 | $2.1B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 32 | $14.2M |
HNW Individuals | 33 | $250.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 1 | $20.4M |
Pension and profit sharing plans | 19 | $266.9M |
Charitable organizations | 16 | $100.9M |
State or municipal gov entities | 44 | $1.2B |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 12 | $32.5M |
Other | 1 | $125.4M |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMFixed feesPerformance-based fees |
Principal Office
34100 WOODWARD AVENUESUITE 210
BIRMINGHAM
MI
United States
Monday - Friday, 8:30 A.M TO 4:30 P.M.
Tel: 248-593-1500, Fax: 248-203-1225
Chief Compliance Officer
CHERYL A. KOTLARZ
34100 WOODWARD AVENUE
SUITE 210
BIRMINGHAM
MI
United States
Tel:
248-593-1500
Fax:
248-203-1225
C*******@*********M
(Full email address available in API data)
Regulatory Contact
DAVID COLLON
MANAGING PARTNER
34100 WOODWARD AVENUE
SUITE 210
BIRMINGHAM
MI
United States
Tel:
248-593-1500
D******@*********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
COLLON, DAVID, J | Individual | – | DIRECTOR AND MANAGING PARTNER | 02/2018 | < 5% |
KOTLARZ, CHERYL, ANN | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2011 | < 5% |
KENNY, THOMAS, PATRICK | Individual | – | DIRECTOR | 09/2012 | 10-25% |
DAVID J COLLON III TRUST | Domestic Entity | – | MEMBER | 01/2009 | 50-75% |
EDWARD O. EBERLE INTERVIVOS TRUST | Domestic Entity | – | MEMBER | 01/2002 | 10-25% |
COLLON, DAVID, J | Individual | DAVID J COLLON III TRUST | TRUSTEE | 01/2009 | > 75% |
EBERLE, EDWARD, OSCAR | Individual | EDWARD O. EBERLE INTERVIVOS TRUST | TRUSTEE | 01/2002 | > 75% |
EBERLE, EDWARD, OSCAR | Individual | – | DIRECTOR | 11/2020 | < 5% |
DESERT SKY INVESTMENTS LLC | Domestic Entity | – | MEMBER | 01/2002 | 10-25% |
EBERLE, EDWARD, OSCAR | Individual | DESERT SKY INVESTMENTS LLC | TRUSTEE | 01/2002 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO | COM | 1M | 14K | – |
ACCEL ENTERTAINMENT INC | COM CL A1 | 178K | 17K | – |
ACCO BRANDS CORP | COM | 195K | 41K | – |
ACI WORLDWIDE INC | COM | 5M | 115K | – |
ACUITY BRANDS INC | COM | 67M | 276K | – |
ADDUS HOMECARE CORP | COM | 4M | 32K | – |
ADVANCED ENERGY INDS | COM | 3M | 28K | – |
ALARM COM HLDGS INC | COM | 3M | 53K | – |
ALBERTSONS COS INC | COMMON STOCK | 29M | 1M | – |
ALLISON TRANSMISSION HLDGS I | COM | 59M | 773K | – |
ALPHABET INC | CAP STK CL A | 19M | 103K | – |
AMDOCS LTD | SHS | 33M | 412K | – |
AMERICAN EXPRESS CO | COM | 9M | 38K | – |
AMGEN INC | COM | 60M | 191K | – |
ANI PHARMACEUTICALS INC | COM | 280K | 4K | – |
APPLE INC | COM | 39M | 184K | – |
APPLIED INDL TECHNOLOGIES IN | COM | 8M | 42K | – |
ARGAN INC | COM | 385K | 5K | – |
ARROW ELECTRS INC | COM | 2M | 14K | – |
AUDIOCODES LTD | ORD | 174K | 17K | – |
AUTODESK INC | COM | 8M | 33K | – |
AUTOMATIC DATA PROCESSING IN | COM | 225K | 941 | – |
AUTOZONE INC | COM | 46M | 15K | – |
BANK AMERICA CORP | COM | 41M | 1M | – |
BEL FUSE INC | CL B | 237K | 4K | – |
BELDEN INC | COM | 5M | 48K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 65M | 161K | – |
BIOGEN INC | COM | 2M | 8K | – |
BOOKING HOLDINGS INC | COM | 10M | 3K | – |
BRADY CORP | CL A | 4M | 64K | – |
BRISTOL-MYERS SQUIBB CO | COM | 25M | 607K | – |
BUILDERS FIRSTSOURCE INC | COM | 24M | 173K | – |
CAPITAL ONE FINL CORP | COM | 38M | 273K | – |
CATERPILLAR INC | COM | 3M | 9K | – |
CENTENE CORP DEL | COM | 7M | 106K | – |
CHECK POINT SOFTWARE TECH LT | ORD | 21M | 125K | – |
CIRRUS LOGIC INC | COM | 10M | 79K | – |
CISCO SYS INC | COM | 50M | 1M | – |
CITIGROUP INC | COM NEW | 38M | 598K | – |
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 7M | 107K | – |
COLUMBIA SPORTSWEAR CO | COM | 2M | 19K | – |
COMMERCIAL METALS CO | COM | 3M | 57K | – |
COSTCO WHSL CORP NEW | COM | 649K | 763 | – |
CRA INTL INC | COM | 330K | 2K | – |
CRAWFORD & CO | CL A | 4M | 430K | – |
CUMMINS INC | COM | 7M | 27K | – |
CURTISS WRIGHT CORP | COM | 31M | 114K | – |
CVS HEALTH CORP | COM | 26M | 448K | – |
DELUXE CORP | COM | 260K | 12K | – |
DONNELLEY FINL SOLUTIONS INC | COM | 4M | 75K | – |
DORMAN PRODS INC | COM | 3M | 33K | – |
DROPBOX INC | CL A | 7M | 292K | – |
EGAIN CORP | COM NEW | 120K | 19K | – |
ELECTRONIC ARTS INC | COM | 8M | 58K | – |
ELEVANCE HEALTH INC | COM | 45M | 83K | – |
ENERGIZER HLDGS INC NEW | COM | 4M | 141K | – |
ENERSYS | COM | 2M | 15K | – |
EOG RES INC | COM | 2M | 19K | – |
EPLUS INC | COM | 3M | 47K | – |
EXELIXIS INC | COM | 10M | 435K | – |
EXPEDIA GROUP INC | COM NEW | 42M | 332K | – |
F5 INC | COM | 16M | 92K | – |
FOX CORP | CL A COM | 11M | 325K | – |
FULLER H B CO | COM | 3M | 40K | – |
GARRETT MOTION INC | COM | 3M | 373K | – |
GATES INDL CORP PLC | ORD SHS | 3M | 186K | – |
GIBRALTAR INDS INC | COM | 3M | 40K | – |
GILDAN ACTIVEWEAR INC | COM | 2M | 43K | – |
GILEAD SCIENCES INC | COM | 3M | 49K | – |
GMS INC | COM | 5M | 58K | – |
GODADDY INC | CL A | 8M | 55K | – |
GOLDMAN SACHS GROUP INC | COM | 62M | 136K | – |
GRAHAM HLDGS CO | COM CL B | 14M | 19K | – |
GREEN BRICK PARTNERS INC | COM | 4M | 62K | – |
HACKETT GROUP INC | COM | 219K | 10K | – |
HEALTHSTREAM INC | COM | 321K | 11K | – |
HOLOGIC INC | COM | 5M | 71K | – |
HUB GROUP INC | CL A | 3M | 77K | – |
HUDSON TECHNOLOGIES INC | COM | 226K | 26K | – |
INCYTE CORP | COM | 5M | 84K | – |
INFORMATION SVCS GROUP INC | COM | 171K | 58K | – |
INMODE LTD | SHS | 2M | 123K | – |
INTERNATIONAL MNY EXPRESS IN | COM | 4M | 172K | – |
ISHARES TR | BLACKROCK ULTRA | 2M | 36K | – |
ITURAN LOCATION AND CONTROL | SHS | 3M | 121K | – |
JOHNSON & JOHNSON | COM | 35M | 242K | – |
JPMORGAN CHASE & CO. | COM | 68M | 337K | – |
KARAT PACKAGING INC | COM | 307K | 10K | – |
KORN FERRY | COM NEW | 4M | 59K | – |
LAM RESEARCH CORP | COM | 7M | 7K | – |
LANDSTAR SYS INC | COM | 29M | 158K | – |
LIBERTY BROADBAND CORP | COM SER C | 7M | 119K | – |
LIBERTY BROADBAND CORP | COM SER A | 21M | 382K | – |
LIBERTY MEDIA CORP DEL | COM LBTY SRM S C | 42M | 2M | – |
LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 897K | 12K | – |
LKQ CORP | COM | 10M | 241K | – |
MADISON SQUARE GARDEN ENTMT | COM CL A | 1M | 33K | – |
MARINE PRODS CORP | COM | 138K | 14K | – |
MARKEL GROUP INC | COM | 18M | 11K | – |
MASCO CORP | COM | 30M | 444K | – |
MASTECH DIGITAL INC | COM | 128K | 17K | – |
MATTHEWS INTL CORP | CL A | 3M | 103K | – |
MERCK & CO INC | COM | 461K | 4K | – |
META PLATFORMS INC | CL A | 48M | 96K | – |
MICROSOFT CORP | COM | 14M | 31K | – |
MSC INDL DIRECT INC | CL A | 28M | 350K | – |
MUELLER INDS INC | COM | 12M | 213K | – |
NATHANS FAMOUS INC NEW | COM | 258K | 4K | – |
NATIONAL RESH CORP | COM NEW | 263K | 11K | – |
NETAPP INC | COM | 58M | 448K | – |
NOMAD FOODS LTD | USD ORD SHS | 3M | 189K | – |
NORTHEAST CMNTY BANCORP INC | COM | 270K | 15K | – |
OLAPLEX HLDGS INC | COM | 37K | 24K | – |
OWENS & MINOR INC NEW | COM | 3M | 186K | – |
PARKE BANCORP INC | COM | 245K | 14K | – |
PATHWARD FINANCIAL INC | COM | 2M | 29K | – |
PCB BANCORP | COM | 283K | 17K | – |
PERDOCEO ED CORP | COM | 5M | 224K | – |
PERION NETWORK LTD | SHS NEW | 798K | 96K | – |
PETIQ INC | COM CL A | 355K | 16K | – |
POST HLDGS INC | COM | 3M | 29K | – |
PREMIER INC | CL A | 3M | 174K | – |
PRESTIGE CONSMR HEALTHCARE I | COM | 4M | 58K | – |
PRICE T ROWE GROUP INC | COM | 18M | 159K | – |
PROCTER AND GAMBLE CO | COM | 247K | 2K | – |
PROGRESS SOFTWARE CORP | COM | 34M | 625K | – |
QUAKER HOUGHTON | COM | 2M | 9K | – |
QUALCOMM INC | COM | 12M | 59K | – |
QUIDELORTHO CORP | COM | 816K | 25K | – |
RADIANT LOGISTICS INC | COM | 255K | 45K | – |
REGENERON PHARMACEUTICALS | COM | 55M | 52K | – |
RESOURCES CONNECTION INC | COM | 201K | 18K | – |
REV GROUP INC | COM | 376K | 15K | – |
REYNOLDS CONSUMER PRODS INC | COM | 2M | 61K | – |
RIMINI STR INC DEL | COM | 224K | 73K | – |
RMR GROUP INC | CL A | 241K | 11K | – |
ROBERT HALF INC. | COM | 29M | 454K | – |
SAPIENS INTL CORP N V | SHS | 4M | 129K | – |
SCANSOURCE INC | COM | 251K | 6K | – |
SCIENCE APPLICATIONS INTL CO | COM | 3M | 28K | – |
SEMLER SCIENTIFIC INC | COM | 365K | 11K | – |
SKYWORKS SOLUTIONS INC | COM | 36M | 335K | – |
SMITH A O CORP | COM | 8M | 98K | – |
SNAP ON INC | COM | 7M | 26K | – |
SONOCO PRODS CO | COM | 1M | 28K | – |
SPDR S&P 500 ETF TR | TR UNIT | 1M | 2K | – |
STANDARD MTR PRODS INC | COM | 217K | 8K | – |
STERLING INFRASTRUCTURE INC | COM | 5M | 41K | – |
SYSCO CORP | COM | 35M | 483K | – |
TARGET CORP | COM | 7M | 49K | – |
THE CIGNA GROUP | COM | 14M | 41K | – |
TURNING PT BRANDS INC | COM | 307K | 10K | – |
UFP INDUSTRIES INC | COM | 2M | 19K | – |
UNITED THERAPEUTICS CORP DEL | COM | 8M | 24K | – |
UTAH MED PRODS INC | COM | 242K | 4K | – |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 432K | 6K | – |
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 445K | 8K | – |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 419K | 5K | – |
VERTEX PHARMACEUTICALS INC | COM | 5M | 11K | – |
VIRTU FINL INC | CL A | 2M | 74K | – |
VISHAY PRECISION GROUP INC | COM | 285K | 9K | – |
VONTIER CORPORATION | COM | 5M | 124K | – |
WALMART INC | COM | 50M | 744K | – |
WARNER BROS DISCOVERY INC | COM SER A | 25M | 3M | – |
WELLS FARGO CO NEW | COM | 45M | 766K | – |
WESTERN NEW ENG BANCORP INC | COM | 386K | 56K | – |
WILEY JOHN & SONS INC | CL A | 4M | 97K | – |
YALLA GROUP LTD | ADS | 220K | 48K | – |
ZEBRA TECHNOLOGIES CORPORATI | CL A | 7M | 22K | – |
ZIFF DAVIS INC | COM | 3M | 60K | – |
ZIONS BANCORPORATION N A | COM | 7M | 164K | – |