SEER CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2009
Total AUM
$1.1B
Discretionary
$468M
44% of AUM
Avg account
$16.5M
Accounts
64
Employees
23
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
152164
Registered since
November 30, 2009
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers55.79%
  • Pooled Investment Vehicles43.81%
  • HNWI0.33%
  • Other0.07%
  • Individuals0.01%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Seer Capital Management LP is a boutique alternative-focused manager that combines hedge-fund style strategies with private fund management. The firm serves both high‑net‑worth individuals and institutional clients, offering discretionary and non‑discretionary portfolio management across single‑account platforms and pooled vehicles. Its advisory work spans direct portfolio management for individuals and small businesses, management of pooled investment vehicles, and institutional mandates. Seer operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and acts in sponsor/GP roles for pooled funds it manages. Seer’s fee model includes a traditional percentage‑of‑assets charge supplemented by performance‑based fees, consistent with its hedge and private‑fund activities. The firm does not position itself as an ESG investor and is not registered as a multi‑state adviser; it runs operations from a single office.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 87%, Other 13%87%
  • Non-Exchange Traded Equities87%
  • Other13%

Owners & executives

3 of 3
  • PHILIP WEINGORD

    Chief Executive Officer & Co-CIOCRD 2041643

  • RICHARD KIM

    Chief Operating OfficerCRD 4346561

  • RICHARD DALBERT

    Principal, Co-Chief Investment OfficerCRD 2243544

Contacts

3 of 3
  • CHE-HAO LU

    Vice PresidentCRD 4955632

  • ANDREW DOMINUS

    General CounselCRD 2959416

  • J SCHOEN

    Principal & Portfolio ManagerCRD 2184511

Wealth teams

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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

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
1177 6th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth