SEYMOUR ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$878M
Discretionary
$105M
12% of AUM
Avg account
$293M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
291768
Registered since
February 14, 2022
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Seymour Asset Management LLC is a small, SEC-registered investment adviser that provides portfolio management services to investment companies and serves institutional clients. The firm is organized as a limited liability company, is owned by an individual, and registered with the SEC in 2022. Its fee arrangements include both percentage-of-AUM charges and flat fixed fees. Seymour reports it is not an active ESG investor and does not identify as a capital allocator; its advisory activity is described specifically as portfolio management for investment companies. Seymour’s client base is highly concentrated: only a handful of institutional mandates account for the majority of assets. The firm distinguishes itself operationally by running a mix of discretionary and non-discretionary mandates, with a much larger allocation in non-discretionary relationships.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Timothy Seymour

    CIO and Managing PartnerCRD 2793641

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
157 Columbus Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth