DBA: SEIZERT CAPITAL PARTNERS
| Total AUM | $2.48B |
| Discretionary | $2.48B100% of AUM |
| Client Accounts | 265 |
| Avg Account Size | $9.4M |
| Employees | 17 |
| Peak AUM | $4.98BMar 2015 |
| AUM CAGR | +19.2% /yrover 25 yrs · 63 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.5B | +7.2% | +8.4% | +7.2% | |
| Discretionary AUM | |||||
| Total AUM | $2.48B |
| Discretionary | $2.48B |
| Employees | 17 |
| Client Accounts | 265 |
| Client Range | 0 |
Address
34100 WOODWARD AVENUE
BIRMINGHAM MI 48009-0961
Phone
248-593-1500
Filing History
63 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$2.5B
| $2.5B |
| +7.2% |
| +8.4% |
| +7.2% |
| Total Accounts | 265 | +0.8% | +2.3% | +4.8% |
| Avg Account Size | $9M | +6.4% | +6.0% | +2.2% |
| Employees | 17 | +6.3% | +2.1% | +2.6% |
| AUM / Employee | $146M | +0.9% | +6.2% | +4.5% |
Client AUM Segments | |||||
| Wealth AUM | $274M | +9.9% | +7.8% | +11.7% | |
| Institutional AUM | $2.0B | +6.3% | +6.7% | +5.2% | |
| Fund / Pooled AUM | $35M | +25.6% | +28.3% | +31.2% | |
| Other AUM | $128M | +12.4% | +63.0% | — | |
Client Count Segments | |||||
| HNW Clients | 16 | 5.9% | 25.0% | 11.4% | |
| Institutional | 102 | 5.6% | +6.9% | +8.3% | |
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 31 | 3.1% | 3.1% | 0.6% | |