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

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Client base

Client personas

Owners & executives

1 of 1
  • DEBORAH FRITZER

    Chief Financial OfficerCRD 6745638

Contacts

1 of 1
  • Andrew THOMPSON

    Managing PartnerCRD 7294051

Wealth teams

FINTRX

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

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
11455 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth