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SEIZERT CAPITAL PARTNERS
Legal name: SEIZERT CAPITAL PARTNERS, LLC
CRD 108954File 801-57995
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.48B
Top 25% of cohort (national)
Discretionary AUM
$2.48B
Clients
150
265 accounts
Employees
17
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 11, 2000
- Principal office
- 34100 WOODWARD AVENUE, SUITE 210, BIRMINGHAM, MI, 48009-0961
- Phone
- 248-593-1500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.48B
- Discretionary AUM
- $2.48B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 265
- Non-discretionary accounts
- 0
- Total accounts
- 265
- AUM per client
- $16.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $189.3M |
| Charitable organizations | 20 | $212.6M |
| High net worth individuals | 31 | $268.1M |
| Pooled investment vehicles | 1 | $35.0M |
| Pension and profit sharing plans | 17 | $342.8M |
| State or municipal government entities | 48 | $1.30B |
| Individuals (other than high net worth individuals) | 16 | $6.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 152 | 150 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.