SEAPORT GLOBAL ADVISORS, LLC

RIASEC RegisteredEst. 2010
Total AUM
$46.3M
Discretionary
$46.3M
100% of AUM
Avg account
$46.3M
Accounts
1
Employees
5
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
154287
Registered since
July 9, 2010
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Seaport Global Advisors, LLC is an institutional-focused investment adviser that manages a modest pool of assets with an emphasis on public equities alongside allocations to private market strategies. The firm operates under a percentage-of-AUM fee model and lists portfolio management for investment companies as a core advisory activity. It identifies as an active ESG investor, which suggests integration of environmental, social and governance factors into some or all of its investment processes. Seaport Global Advisors appears structured to serve a concentrated institutional client base rather than a broad retail audience. Investment preferences show a blend of long public equity exposure and commitments to private market managers. The firm’s profile and filings indicate it favors concentrated equity positions (its top equity holding is material relative to its total equity sleeve) while also allocating capital to private equity and private credit through third-party managers. Mutual funds are used in the firm’s toolkit as well, likely for liquidity management, interim exposure or complementary strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Eva Adosoglou

    Chief Operating OfficerCRD 7358297

  • JOEL SHULMAN

    Founder, Managing Director & Chief Investment OfficerCRD 2267287

  • Mihai Prisacariu

    Chief Compliance OfficerCRD 7134482

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
175 Federal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth