SEEDS
Firm details
- Headquarters
- New York, New York
- CRD number
- 308909
- Registered since
- April 25, 2022
- Website
- www.seedsinvestor.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Seeds is an SEC-registered limited liability company that began registration in 2022 and serves both individual/family and institutional clients. The firm provides portfolio management for individuals, small businesses, and institutional entities and charges a mix of percentage-of-AUM and fixed fees. Seeds identifies itself as an active ESG investor and is organized with domestic-entity and individual ownership. It does not identify as a multi-state adviser and is not classified as a capital allocator in filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities30%
- Cash & Cash Equivalents5%
- Derivatives1%
Owners & executives
2 of 2DIANNE MORIN
CEO & FounderCRD 7051669
Michael Conway
President, CEOCRD 1099865
Contacts
2 of 2Zachary Conway
Managing DirectorCRD 6426747
Timothy McClatchy
Senior Financial AnalystCRD 6771191
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 179Active vs passive
$659M in ETFs
89%
$587M
9%
$71.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $48.2M | 140,674 | 7.32% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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