Seaview Investment Managers LLC

RIASEC RegisteredEst. 2019

Total AUM

$1.4B

Discretionary

$1.2B

91% of AUM

Avg account

$858K

Accounts

1,597

Employees

Advisory reps

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 SEC-registered investment adviser organized as an LLC and first registered in 2019. The firm serves both individual/family and institutional clients and operates as a capital allocator that blends discretionary portfolio management with financial planning and advisory services. Its client-facing activities include portfolio management for individuals and small businesses, management for business or institutional accounts, selection of third‑party advisers, and delivery of thought leadership through periodicals and educational workshops. Compensation is primarily asset‑based with the capacity to charge performance fees. Seaview is not positioned as an ESG-focused manager and identifies as neither a multi‑state nor newly formed adviser. The firm also maintains industry affiliations that include a broker‑dealer relationship and other adviser arrangements.