Heron Bay Capital Management

Investment Management • Bloomfield Hills, Michigan, United States • 1-10 Employees

Company overview

Headquarters	40701 Woodward Ave., Suite 104, Bloomfield Hills, MI 48304, US
Website	heronbaycap.com
NAICS	5231
Keywords	Wealth Management, Equity Research, Portfolio Management
Founded	2019
Employees	1-10

Key Contact at Heron Bay Capital Management

Joseph Ashmore

Director Of Research

Heron Bay Capital Management Email Formats

Heron Bay Capital Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@heronbaycap.com), used 75% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@heronbaycap.com	75%
{first name}{last name}	johndoe@heronbaycap.com	25%

About Heron Bay Capital Management

Heron Bay Capital Management, LLC (HBCM) is an employee-owned investment management boutique serving individual investors, family offices, institutions, and other wealth advisors. As an Independent Registered Investment Advisor (RIA), HBCM builds curated portfolios for clients using a defined investment philosophy and rigorous research process. As a fee-based fiduciary, HBCM is aligned with clients for long-term growth and preservation of capital. Learn more at www.heronbaycap.com.

Heron Bay Capital Management revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Director

Partner

Employees by Department

Heron Bay Capital Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Heron Bay Capital Management has never raised funding before.

Heron Bay Capital Management Tech Stack

Discover the technologies and tools that power Heron Bay Capital Management's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

RSS

Miscellaneous

Priority Hints

Performance

Frequently asked questions

Heron Bay Capital Management is located in Bloomfield Hills, Michigan, US.

Heron Bay Capital Management was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Heron Bay Capital Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Heron Bay Capital Management

Joseph Ashmore

Director Of Research

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