Seaview Investment Managers LLC

RIASEC Registered
Total AUM
$1.4B
Discretionary
$1.2B
91% of AUM
Avg account
$858K
Accounts
1,597
Employees
13
Advisory reps
10

Firm details

Headquarters
Coral Gables, Florida
CRD number
300155
Registered since
April 9, 2019
Website
www.seaviewinvestmentmanagers.com
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers95.44%
  • Corporations / Businesses2.92%
  • Individuals1.16%
  • HNWI0.49%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Seaview Investment Managers LLC is an institutional registered investment adviser that began SEC registration in 2019. The firm operates as a capital allocator for both individual and family clients as well as institutional investors, offering fee arrangements that include a percentage of assets under management and performance-based fees. Core advisory services comprise financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and client education through publications and seminars. Seaview does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Investment Grade Corp Bonds 38%, Exchange Traded Equities 22%, Public Funds/Mutual Funds 17%, Non-Investment Grade Corp Bonds 16%, Sovereign Bonds 3%, Cash & Cash Equivalents 3%, US Government Bonds 1%38%
  • Investment Grade Corp Bonds38%
  • Exchange Traded Equities22%
  • Public Funds/Mutual Funds17%
  • Non-Investment Grade Corp Bonds16%
  • Sovereign Bonds3%

Owners & executives

2 of 2
  • Eduardo Bello

    Eduardo Bello

    Managing Director and Chief Compliance OfficerCRD 5433549

  • Claudia Batlle

    Claudia Batlle

    Founder & Chief Investment OfficerCRD 2089161

Contacts

3 of 8
  • Carlos Gadala-maria

    Carlos Gadala-maria

    Managing PartnerCRD 4437613

  • Eduardo Arriaga

    Eduardo Arriaga

    Director Of Portfolio ManagementCRD 6753762

  • Alfonso Osorio

    Alfonso Osorio

    Director of OperationsCRD 4725282

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 45

Active vs passive

$83.4M in ETFs

Passive

87%

$72.2M

Active

11%

$11.2M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$13.7M18,66816.48%
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Location

Primary office

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
2 Alhambra Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth