{"url":"https://nivawealth.com/firms/huizenga-capital-management-156524","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/156524","regulatoryAum":996697016,"crd":"156524","history":[{"filedOn":"2021-03-24","regulatoryAum":793029131,"clients":15,"employees":12,"offices":1},{"filedOn":"2022-03-02","regulatoryAum":942604717,"clients":15,"employees":12,"offices":1},{"filedOn":"2023-03-01","regulatoryAum":832726216,"clients":16,"employees":12,"offices":1},{"filedOn":"2024-03-01","regulatoryAum":774834854,"clients":16,"employees":13,"offices":1},{"filedOn":"2025-03-14","regulatoryAum":858712489,"clients":18,"employees":13,"offices":1},{"filedOn":"2026-03-12","regulatoryAum":996697016,"clients":21,"employees":13,"offices":1}],"secFileNumber":"801-72685","legalName":"Huizenga Capital Management, LLC","displayName":"Huizenga Capital Management","slug":"huizenga-capital-management-156524","website":"https://huizenga.capital/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/156524/e40937d1587219af-r1.webp","tone":"light","width":396,"height":200,"sourceUrl":"https://www.huizenga.capital/","sourceLabel":"Huizenga Capital Management, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Colorado limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2215 York Road, Suite 500","city":"Oak Brook","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60523-4014"},"tradeNames":[],"registration":{"secApproved":"30 September 2011","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":13,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":996697016,"discretionary":996697016,"discretionaryAccounts":21,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":5,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":21,"regulatoryAum":996697016}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Huizenga Capital Management has custody of $997M in client assets for 21 clients.","otherCustodians":[],"leadership":[{"name":"Jason Kuruvilla","title":"Chief Financial Officer","crd":"8049073"},{"name":"Virginia Turza","title":"Chief Compliance Officer","crd":"5917082"},{"name":"David Bradley","title":"Managing Principal","crd":"5917078"},{"name":"Peter Huizenga","title":"Managing Principal","crd":"5917083"},{"name":"Heidi Huizenga","title":"Manager","crd":"6963518"}],"ownership":[{"label":"David Bradley","detail":"Managing principal in the 25% to 50% ownership band and a control person, since January 2010."},{"label":"Peter Huizenga","detail":"Managing principal in the 25% to 50% ownership band and a control person, since January 2010."},{"label":"Heidi Huizenga","detail":"Manager in the 25% to 50% ownership band and a control person, since May 2018. Also a trustee of The Heidi A. Huizenga Trust U/T/A Dated January 7, 2006 in the 75% or more band and a control person, since September 2018."},{"label":"The Heidi A. Huizenga Trust U/T/A Dated January 7, 2006","detail":"Member in the 25% to 50% ownership band and a control person, since September 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"2215 York Road, Suite 500","city":"Oak Brook","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"630-990-2100","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":20},"sources":{"adv1FilingDate":"12 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/156524/PDF/156524.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Huizenga Capital Management have?","answer":"Huizenga Capital Management has 21 clients and manages $997 million for them, as of March 2026. They include 21 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Huizenga Capital Management offer?","answer":"Huizenga Capital Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Huizenga Capital Management have?","answer":"Huizenga Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 13 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Huizenga Capital Management?","answer":"Huizenga Capital Management’s direct owners are David Bradley, Peter Huizenga, Heidi Huizenga and the Heidi A. Huizenga Trust U/T/A Dated January 7, 2006, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 12 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Huizenga Capital Management get paid?","answer":"Huizenga Capital Management is paid through a percentage of assets under management, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Huizenga Capital Management?","answer":"Huizenga Capital Management’s main office is at 2215 York Road, Suite 500, Oak Brook, IL 60523-4014. Its phone number is 630-990-2100. Its website is huizenga.capital.","source":"Form ADV Part 1A, Item 1.F, filed 12 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}