Firm profile

SEIZERT CAPITAL PARTNERS

BIRMINGHAM, MICRD 108954Latest ADV February 25, 2026

Seizert Capital Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, MI. Its latest Form ADV filing, dated February 25, 2026, reports $2.5B in regulatory assets under management, 17 employees, 2 offices, and 265 accounts.

Assets Under Management
$2.5B
Employees
17
Offices
2 offices
Total Clients
152
Primary office
BIRMINGHAM, MI
34100 WOODWARD AVENUE, SUITE 210, BIRMINGHAM, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOCheryl A. Kotlarz

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentGovernment represent 31.6% of total clients.
Top client categories% of clientsClients
1
Government
31.6%
48
2
HNWI
20.4%
31
3
Charitable
13.2%
20
4
Pension Plans
11.2%
17
5
Corporations
11.2%
17

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.5Bas of February 25, 2026
Discretionary100.0%
$2.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$2.5B
Total Accounts265
10Y AUM Change$-490M (-16.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee9:1
10Y Employee Change+1 (+6.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.