Seabridge Investment Advisors LLC
Firm details
- Headquarters
- Summit, New Jersey
- CRD number
- 108681
- Registered since
- November 3, 1997
- Website
- seabridge.com
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.5%
- Charitable Organizations20.9%
- Other Investment Advisers11.12%
- Individuals4.02%
- Corporations / Businesses1.37%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Seabridge Investment Advisors LLC is an independent registered investment adviser that has been SEC-registered since 1997 and is owned by an individual. The firm advises both individual and family clients as well as institutional accounts, offering financial planning and portfolio management services specifically for individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. Seabridge does not identify as an active ESG investor and is not listed as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents7%
- State & Local Bonds1%
Owners & executives
2 of 2
Nicole Goberman
Chief Operating & Compliance OfficerCRD 7325839
Howard Chin
Chief Investment OfficerCRD 3023685
Contacts
3 of 9
Christopher Hohlstein
Senior Managing DirectorCRD 1163271
Garnett Keith
Chairman EmeritusCRD 1475168
Matthew Falkowski
Managing DirectorCRD 5450079
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$243M in ETFs
81%
$198M
19%
$45.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND (VMBS) | Vanguard | Passive | Intermediate Government | $23.4M | 499,622 | 9.63% |
Location
Summit, NJ
Union
Location
Summit, NJ
Headquartered in Summit, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Union
- Address
- 450 Springfield Ave
- Time zone
- ET (UTC-5)
- Office locations
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