Chetan Rastogi has been Portfolio Manager of Heron Bay Capital Management since January 2021, is a control person of the firm and directly owns between 10% and 25% of it. Chetan Rastogi holds a Bachelor's degree in Mechanical Engineering from IIT (India).
Heron Bay Capital Management, LLC is a Bloomfield Hills, MI firm with $644M under management, 127 clients and 5 advisers in one office, as of its September 2026 filing.
Chetan Rastogi is Portfolio Manager and Partner of Heron Bay Capital Management. He is responsible for systematic portfolios, security research, selection and portfolio construction, using rules-based proprietary algorithms and fundamental analysis in the investment process. He was previously an engineer and manager at GM Advanced Engineering and Manager of Quantitative Research at Seizert Capital Partners.
- Heron Bay Capital ManagementCurrent– present · 5 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 305537
Investment adviser representative registrations
Chetan Rastogi is registered as an investment adviser representative in Michigan, since January 2021.
- MichiganSince 20 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 June 2020 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7330130
- Firm
- Heron Bay Capital Management · CRD 305537
- Role
- Portfolio Manager
- Office
- 40701 WOODWARD AVE, SUITE 104, Bloomfield Hills, MI 48304
- Registration
- Investment adviser registration
- In the industry since
- January 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- heronbaycap.com
Where does Chetan Rastogi work?
Chetan Rastogi has been Portfolio Manager of Heron Bay Capital Management, LLC since January 2021, and is a control person of the firm.
Is Chetan Rastogi a financial advisor?
Yes. Chetan Rastogi has a current investment-adviser registration in Michigan, through Heron Bay Capital Management since January 2021.
How many years of experience does Chetan Rastogi have?
Chetan Rastogi has 5 years in the financial industry, since January 2021, across 1 adviser firm.
What exams has Chetan Rastogi passed?
Chetan Rastogi passed the Series 65 in June 2020.
Where is Chetan Rastogi based?
Chetan Rastogi’s registered office is in Bloomfield Hills, MI.
Is Chetan Rastogi registered with FINRA?
No. Chetan Rastogi has no current broker registration.
How can I verify Chetan Rastogi’s record?
Search CRD 7330130 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chetan Rastogi’s full registration record.
