Seapoint Capital Management LLC

Overview

Seapoint Capital Management LLC is a small, independent registered investment adviser focused on serving individual and family clients and small businesses. The firm provides financial planning and discretionary portfolio management, charging a mix of percentage-of-AUM and hourly fees. Its business model centers on managing concentrated, fee-based relationships rather than broad institutional mandates. Investment activity shows a clear preference for pooled public vehicles—mutual funds and similar public funds comprise the bulk of assets under management—supplemented by allocations to third‑party real estate strategies. The firm is not positioned as an ESG specialist, does not act as a pension consultant, and operates with a single-state footprint under individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices