Seizert Capital Partners, LLC is a large advisory firm based in Birmingham. It manages $2.36 billion of regulatory assets for 458 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Colorado, and 15 other states.
Seizert Capital Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Seizert Capital Partners, LLC is $2.36 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 396% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Seizert Capital Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Paul Richard Greenwood is state or municipal government entities with 42 clients and $1.36 billion of assets under management. Among the 11 most similar advisory firms, Seizert Capital Partners has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $2.36 billion for 307 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Seizert Capital Partners doesn't advise any private funds.
The company employs 17 people that are either part- or full-time employees. 41 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Paul Richard Greenwood has been acting as President since 1 Nov 2014. Llc Northern Lights Midco Ii joined the executive team most recently as the Member.
The principal office where Seizert Capital Partners, LLC performs its advisory services is located at 34100 Woodward Avenue, Birmingham, MI 48009 0961, which is also the mailing address of the firm. An additional office of the firm is in Scottsdale, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-593-1500 or by fax 248-203-1225. The normal business hours are 8:30 a.m to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at seizertcapital.com.