Seaport Asset Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 161157
- Website
- seaportglobal.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Seaport Asset Management, LLC is a limited liability company that operates at the intersection of broker-dealer activity and investment advisory services. The firm functions as a capital allocator and engages in both brokerage and advisory roles, including acting as a registered representative of a broker-dealer. Its advisory mandate covers portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio services for businesses or institutions, and the selection of other advisers on behalf of clients. The firm charges fees on a percentage-of-AUM basis and also uses fixed-fee arrangements, indicating flexibility in billing depending on account type or service package. Seaport Asset Management, LLC does not identify as an active ESG investor and is not structured as a multi-state adviser. Ownership is recorded as a combination of a domestic entity and individual ownership, and the firm is described as an unclassified adviser rather than fitting a standard RIA subtype.
Assets & Accounts
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
Contacts
1 of 1Theodore Weisberg
FounderCRD 1485848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 60 Broad St
- Time zone
- ET (UTC-5)
- Office locations
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