SEABIRD INVESTMENT PARTNERS
SEABIRD FINANCIAL CORPORATION Legal Name
Adviser information for SEABIRD INVESTMENT PARTNERS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 225 | $275.8M |
| Non-Discretionary | 0 | $0 |
| Total | 225 | $275.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 21 | $13.7M |
| HNW Individuals | 32 | $67.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $2.7M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $180.9M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $8.8M |
| Other | <5 | $2.5M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-107954 |
|---|---|
| SEC ERA File Number | 801-107954 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 284125 |
| Legal Entity Identifier | None |
Principal Office
9191 TOWNE CENTRE DRIVESUITE 575
SAN DIEGO
CA
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 858-457-7707, Fax: None
Chief Compliance Officer
ARCH PEREGOFF
PRESIDENT
9191 TOWNE CENTRE DRIVE
SUITE 575
SAN DIEGO
CA
United States
Tel:
858-457-7707
A***@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PEREGOFF, ARCH, LAURENCE | Individual | – | FOUNDER/CHIEF COMPLIANCE OFFICER | 06/2016 | 50-75% |
| Di Scala, Joseph, Nicholas | Individual | – | MANAGING PARTNER | 01/2022 | 25-50% |