Seaside Equity Partners

RIASEC RegisteredEst. 2022
Total AUM
$1.4B
Discretionary
$1.3B
98% of AUM
Avg account
$152M
Accounts
9
Employees
19
Advisory reps
2

Firm details

Headquarters
San Diego, California
CRD number
307171
Registered since
July 28, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Seaside Equity Partners is a private equity–focused investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm’s business centers on managing pooled investment vehicles: it serves as sponsor, general partner and managing member for funds it advises and provides portfolio management for those pooled vehicles. Its client base is institutional, and the firm’s compensation combines a percentage-of-assets model with performance-based fees typical of private equity structures. Seaside is not positioned as a broad capital allocator or pension consultant; instead it concentrates on fund-level management and sponsor responsibilities. It is not identified as an active ESG investor and does not operate as a multi-state adviser or related adviser to other registered firms.

Assets & Accounts

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

1 of 1
  • Deborah Fritzer

    Deborah Fritzer

    Chief Financial OfficerCRD 6745638

Contacts

1 of 1
  • Andrew Thompson

    Andrew Thompson

    Managing PartnerCRD 7294051

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
11455 El Camino Real
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth