Seaport Asset Management, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
161157
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Theodore Weisberg

    Theodore Weisberg

    FounderCRD 1485848

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth