SEACREST INVESTMENT MANAGEMENT, LLC

Overview

Seacrest Investment Management, LLC is a fee-based registered adviser that focuses on portfolio management for individuals, small businesses and institutional clients. Founded and registered with the SEC in 2010 as an LLC, the firm runs a portfolio-centric business that favors fixed-income exposure and uses a percentage-of-AUM fee model. Seacrest concentrates client relationships around a small number of high-balance households and business accounts, structuring advice and implementation through separately managed accounts and third-party fund allocations rather than operating as an internal capital allocator or fund sponsor. The firm does not position itself as an ESG-focused manager and is not identified as a pension consultant. Seacrest’s investment approach tilts toward conservative, income-oriented allocations. Its reported activity emphasizes U.S. government bonds as the primary holding sector, supplemented by pooled mutual fund exposure and external alternative managers when appropriate to client objectives.

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Location & Offices