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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 Oct 1, 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
- Website
- HTTP://WWW.SCPINV.COM
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 152 | 150 | decreased by2 |
| Mar 1, 2026 | Employees | 16 | 17 | increased by1 |
| Mar 1, 2026 | Clients | 160 | 152 | decreased by8 |
| Mar 1, 2026 | AUM | $2,318,227,092 | $2,484,751,154 | increased by$166,524,062 |
| Mar 1, 2026 | Accounts | 263 | 265 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 144 | 160 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,305,137,462 | $2,318,227,092 | increased by$13,089,630 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 232 | 263 | increased by31 |
| Apr 1, 2022 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 131 | 144 | increased by13 |
| Apr 1, 2022 | AUM | $1,767,181,188 | $2,305,137,462 | increased by$537,956,274 |
| Apr 1, 2022 | Accounts | 210 | 232 | increased by22 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SEIZERT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SEIZERT CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.