SEABIRD INVESTMENT PARTNERS

RIASEC RegisteredEst. 2016

Total AUM

$419M

Discretionary

$419M

100% of AUM

Avg account

$1.4M

Accounts

295

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 284125
Registered since: June 8, 2016
Website: seabirdfin.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other Investment Advisers70.84%
HNWI17.76%
Corporations / Businesses5.43%
Individuals3.89%
State / Municipal Government2.08%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Seabird Investment Partners is an SEC-registered corporate advisory firm that began registration in 2016. The firm serves individual and family clients as well as institutional investors and focuses its advisory activity on portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management component with performance-based fees. Seabird reports a preference for fixed-income exposure, is not identified as an active ESG investor, and is not reported as a multi-state adviser or pension consultant.