SEAVIEW INVESTMENT MANAGERS LLC
Adviser information for SEAVIEW INVESTMENT MANAGERS LLC last updated from Form ADV on March 18th, 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 | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 11 |
---|---|
Investment Advisory/Research | 6 |
Registered Broker-Dealer Representatives | 2 |
Registered State Investment Advisers | 9 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1,323 | $1.0B |
Non-Discretionary | 138 | $114.8M |
Total | 1,461 | $1.1B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 19 | $3.1M |
HNW Individuals | <5 | $2.3M |
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 | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | <5 | $1.1B |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 85 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Publication of periodicals or newslettersSUB-ADVISORY SERVICES |
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Compensation | % of AUMPerformance-based fees |
Principal Office
2 ALHAMBRA PLAZASUITE 802
CORAL GABLES
FL
United States
Monday - Friday, 08:00 A.M. - 05:00 P.M.
Tel: 305-330-2332, Fax: None
Chief Compliance Officer
EDUARDO BELLO
MANAGING DIRECTOR & HEAD OF BUSINESS DEVELOPMENT
2 ALHAMBRA PLAZA
SUITE 802
CORAL GABLES
FL
United States
Tel:
305-350-3352
E*****@************M
(Full email address available in API data)
Regulatory Contact
CLAUDIA MARIA DE LA PAZ BATLLE
FOUNDER & CHIEF INVESTMENT OFFICER
2 ALHAMBRA PLAZA
SUITE 802
CORAL GABLES
FL
United States
Tel:
305-330-2332
Fax:
305-537-0304
C******@************M
(Full email address available in API data)
Industry Affiliates
VECTORGLOBAL IAG, INC. | Other investment adviser, including financial planners |
VECTORGLOBAL WMG | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BATLLE, CLAUDIA, MARIA DE LA PAZ | Individual | – | MANAGING MEMBER | 09/2017 | > 75% |
BELLO, EDUARDO, ENRIQUE | Individual | – | MANAGING DIRECTOR & HEAD OF BUSINESS DEVELOPMENT & CHIEF COMPLIANCE OFFICER | 02/2022 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ADOBE INC | COM | 9M | 16K | 0 |
ADOBE INC | COM | 986K | 2K | 0 |
ADOBE INC | COM | 240K | 432 | 0 |
AGNICO EAGLE MINES LTD | COM | 298K | 5K | 0 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 282K | 4K | 0 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 93K | 1K | 0 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 1K | 19 | 0 |
ALPHABET INC | CAP STK CL A | 9M | 48K | 0 |
ALPHABET INC | CAP STK CL A | 1M | 7K | 0 |
ALPHABET INC | CAP STK CL A | 345K | 2K | 0 |
AMAZON COM INC | COM | 9M | 46K | 0 |
AMAZON COM INC | COM | 2M | 8K | 0 |
AMAZON COM INC | COM | 426K | 2K | 0 |
AMERICAN EXPRESS CO | COM | 8M | 36K | 0 |
AMERICAN EXPRESS CO | COM | 1M | 4K | 0 |
AMERICAN EXPRESS CO | COM | 231K | 998 | 0 |
APPLE INC | COM | 8M | 40K | 0 |
APPLE INC | COM | 2M | 7K | 0 |
APPLE INC | COM | 373K | 2K | 0 |
ATAI LIFE SCIENCES NV | SHS | 66K | 50K | 0 |
BANCO SANTANDER S.A. | ADR | 89K | 19K | 0 |
BARRICK GOLD CORP | COM | 4K | 212 | 0 |
BARRICK GOLD CORP | COM | 264K | 16K | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 8M | 21K | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 987K | 2K | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 245K | 602 | 0 |
BROADCOM INC | COM | 8M | 5K | 0 |
BROADCOM INC | COM | 1M | 736 | 0 |
BROADCOM INC | COM | 226K | 141 | 0 |
CF INDS HLDGS INC | COM | 31K | 412 | 0 |
CF INDS HLDGS INC | COM | 445K | 6K | 0 |
CITIGROUP INC | COM NEW | 174K | 3K | 0 |
CITIGROUP INC | COM NEW | 104K | 2K | 0 |
CITIGROUP INC | COM NEW | 28K | 438 | 0 |
CLEANSPARK INC | COM NEW | 160K | 10K | 0 |
CLEANSPARK INC | COM NEW | 80K | 5K | 0 |
COINBASE GLOBAL INC | COM CL A | 44K | 200 | 0 |
COINBASE GLOBAL INC | COM CL A | 279K | 1K | 0 |
COLGATE PALMOLIVE CO | COM | 425K | 4K | 0 |
CONOCOPHILLIPS | COM | 8M | 73K | 0 |
CONOCOPHILLIPS | COM | 860K | 8K | 0 |
CONOCOPHILLIPS | COM | 230K | 2K | 0 |
COSTCO WHSL CORP NEW | COM | 8M | 10K | 0 |
COSTCO WHSL CORP NEW | COM | 905K | 1K | 0 |
COSTCO WHSL CORP NEW | COM | 227K | 267 | 0 |
DISNEY WALT CO | COM | 8M | 82K | 0 |
DISNEY WALT CO | COM | 925K | 9K | 0 |
DISNEY WALT CO | COM | 226K | 2K | 0 |
ELI LILLY & CO | COM | 8M | 9K | 0 |
ELI LILLY & CO | COM | 902K | 996 | 0 |
ELI LILLY & CO | COM | 228K | 252 | 0 |
EXXON MOBIL CORP | COM | 8M | 72K | 0 |
EXXON MOBIL CORP | COM | 834K | 7K | 0 |
EXXON MOBIL CORP | COM | 231K | 2K | 0 |
FIRST MAJESTIC SILVER CORP | COM | 143K | 24K | 0 |
FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 2M | 43K | 0 |
FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 107K | 2K | 0 |
FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 42K | 746 | 0 |
FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 2M | 25K | 0 |
FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 108K | 1K | 0 |
FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 43K | 454 | 0 |
FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 108K | 2K | 0 |
FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 48K | 1K | 0 |
FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 116K | 3K | 0 |
FIRST TR EXCHANGE-TRADED FD | RBA INDL ETF | 2M | 33K | 0 |
FIRST TR EXCHANGE-TRADED FD | RBA INDL ETF | 102K | 1K | 0 |
FIRST TR EXCHANGE-TRADED FD | RBA INDL ETF | 40K | 586 | 0 |
GLOBAL X FDS | NASDAQ 100 COVER | 71K | 4K | 0 |
GLOBAL X FDS | NASDAQ 100 COVER | 96K | 5K | 0 |
GLOBAL X FDS | NASDAQ 100 COVER | 109K | 6K | 0 |
GLOBAL X FDS | ARTIFICIAL ETF | 2M | 66K | 0 |
GLOBAL X FDS | ARTIFICIAL ETF | 119K | 3K | 0 |
GLOBAL X FDS | ARTIFICIAL ETF | 42K | 1K | 0 |
GLOBAL X FDS | RBTCS ARTFL INTE | 2M | 76K | 0 |
GLOBAL X FDS | RBTCS ARTFL INTE | 102K | 3K | 0 |
GLOBAL X FDS | RBTCS ARTFL INTE | 40K | 1K | 0 |
GLOBAL X FDS | US INFR DEV ETF | 2M | 63K | 0 |
GLOBAL X FDS | US INFR DEV ETF | 113K | 3K | 0 |
GLOBAL X FDS | US INFR DEV ETF | 42K | 1K | 0 |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | 75K | 3K | 0 |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | 36K | 2K | 0 |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | 105K | 5K | 0 |
INVESCO QQQ TR | UNIT SER 1 | 12M | 25K | 0 |
INVESCO QQQ TR | UNIT SER 1 | 3M | 6K | 0 |
INVESCO QQQ TR | UNIT SER 1 | 328K | 685 | 0 |
ISHARES GOLD TR | ISHARES NEW | 215K | 5K | 0 |
ISHARES SILVER TR | ISHARES | 184K | 7K | 0 |
ISHARES SILVER TR | ISHARES | 29K | 1K | 0 |
ISHARES TR | MORTGE REL ETF | 221K | 10K | 0 |
ISHARES TR | MORTGE REL ETF | 16K | 715 | 0 |
ISHARES TR | MORTGE REL ETF | 19K | 850 | 0 |
ISHARES TR | JPMORGAN USD EMG | 24K | 269 | 0 |
ISHARES TR | JPMORGAN USD EMG | 224K | 3K | 0 |
ISHARES TR | U.S. MED DVC ETF | 2M | 42K | 0 |
ISHARES TR | U.S. MED DVC ETF | 104K | 2K | 0 |
ISHARES TR | U.S. MED DVC ETF | 41K | 728 | 0 |
ISHARES TR | HDG MSCI EAFE | 8M | 211K | 0 |
ISHARES TR | HDG MSCI EAFE | 2M | 51K | 0 |
ISHARES TR | HDG MSCI EAFE | 208K | 6K | 0 |
ISHARES TR | 0-5YR HI YL CP | 94K | 2K | 0 |
ISHARES TR | 0-5YR HI YL CP | 75K | 2K | 0 |
ISHARES TR | 0-5YR HI YL CP | 110K | 3K | 0 |
ISHARES TR | CORE S&P MCP ETF | 4M | 65K | 0 |
ISHARES TR | CORE S&P MCP ETF | 931K | 16K | 0 |
ISHARES TR | CORE S&P MCP ETF | 104K | 2K | 0 |
ISHARES TR | U.S. TECH ETF | 2M | 16K | 0 |
ISHARES TR | U.S. TECH ETF | 412K | 3K | 0 |
ISHARES TR | U.S. TECH ETF | 42K | 279 | 0 |
ISHARES TR | IBONDS 2026 TERM | 327K | 14K | 0 |
ISHARES TR | IBONDS 2026 TERM | 12K | 508 | 0 |
ISHARES U S ETF TR | BLACKROCK SHORT | 230K | 5K | 0 |
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 74K | 1K | 0 |
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 42K | 749 | 0 |
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 113K | 2K | 0 |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 385K | 7K | 0 |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 141K | 2K | 0 |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 108K | 2K | 0 |
JANUS DETROIT STR TR | HENDRSON AAA CL | 205K | 4K | 0 |
JANUS DETROIT STR TR | HENDRSON AAA CL | 62K | 1K | 0 |
JANUS DETROIT STR TR | HENDRSON AAA CL | 112K | 2K | 0 |
JPMORGAN CHASE & CO. | COM | 9M | 42K | 0 |
JPMORGAN CHASE & CO. | COM | 964K | 5K | 0 |
JPMORGAN CHASE & CO. | COM | 258K | 1K | 0 |
LEGG MASON ETF INVT | FRANKLIN INTL LW | 72K | 2K | 0 |
LEGG MASON ETF INVT | FRANKLIN INTL LW | 39K | 1K | 0 |
LEGG MASON ETF INVT | FRANKLIN INTL LW | 108K | 4K | 0 |
LITHIUM AMERICAS ARGENTINA C | COM SHS | 17K | 5K | 0 |
LITHIUM AMERICAS ARGENTINA C | COM SHS | 48K | 15K | 0 |
LITHIUM AMERS CORP NEW | COM SHS | 40K | 15K | 0 |
MAG SILVER CORP | COM | 198K | 17K | 0 |
MARRIOTT INTL INC NEW | CL A | 244K | 1K | 0 |
MERCK & CO INC | COM | 8M | 63K | 0 |
MERCK & CO INC | COM | 886K | 7K | 0 |
MERCK & CO INC | COM | 227K | 2K | 0 |
META PLATFORMS INC | CL A | 8M | 17K | 0 |
META PLATFORMS INC | CL A | 1M | 3K | 0 |
META PLATFORMS INC | CL A | 223K | 443 | 0 |
MICRON TECHNOLOGY INC | COM | 145K | 1K | 0 |
MICRON TECHNOLOGY INC | COM | 192K | 1K | 0 |
MICROSOFT CORP | COM | 8M | 19K | 0 |
MICROSOFT CORP | COM | 1M | 3K | 0 |
MICROSOFT CORP | COM | 397K | 889 | 0 |
MOSAIC CO NEW | COM | 335K | 12K | 0 |
NETFLIX INC | COM | 77K | 114 | 0 |
NETFLIX INC | COM | 119K | 176 | 0 |
NETFLIX INC | COM | 9K | 13 | 0 |
NOVARTIS AG | SPONSORED ADR | 8M | 77K | 0 |
NOVARTIS AG | SPONSORED ADR | 941K | 9K | 0 |
NOVARTIS AG | SPONSORED ADR | 231K | 2K | 0 |
NUTRIEN LTD | COM | 300K | 6K | 0 |
NVIDIA CORPORATION | COM | 9M | 75K | 0 |
NVIDIA CORPORATION | COM | 1M | 11K | 0 |
NVIDIA CORPORATION | COM | 1M | 9K | 0 |
OCCIDENTAL PETE CORP | COM | 281K | 4K | 0 |
ORACLE CORP | COM | 9M | 60K | 0 |
ORACLE CORP | COM | 892K | 6K | 0 |
ORACLE CORP | COM | 258K | 2K | 0 |
PAN AMERN SILVER CORP | COM | 275K | 14K | 0 |
PEPSICO INC | COM | 266K | 2K | 0 |
POLAR PWR INC | COM | 4K | 11K | 0 |
POLAR PWR INC | COM | 2K | 5K | 0 |
REPUBLIC SVCS INC | COM | 8M | 43K | 0 |
REPUBLIC SVCS INC | COM | 920K | 5K | 0 |
REPUBLIC SVCS INC | COM | 230K | 1K | 0 |
SALESFORCE INC | COM | 9M | 34K | 0 |
SALESFORCE INC | COM | 913K | 4K | 0 |
SALESFORCE INC | COM | 242K | 940 | 0 |
SELECT SECTOR SPDR TR | RL EST SEL SEC | 243K | 6K | 0 |
SELECT SECTOR SPDR TR | RL EST SEL SEC | 9K | 242 | 0 |
SELECT SECTOR SPDR TR | RL EST SEL SEC | 19K | 499 | 0 |
SHELL PLC | SPON ADS | 256K | 4K | 0 |
SHELL PLC | SPON ADS | 271K | 4K | 0 |
SIMPLIFY EXCHANGE TRADED FUN | ENHANCED INM ETF | 948K | 39K | 0 |
SOLIDION TECHNOLOGY INC | COM | 24K | 44K | 0 |
SOLIDION TECHNOLOGY INC | COM | 11K | 20K | 0 |
SOUTHERN COPPER CORP | COM | 349K | 3K | 0 |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 95K | 242 | 0 |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 255K | 651 | 0 |
SPDR GOLD TR | GOLD SHS | 5M | 21K | 0 |
SPDR GOLD TR | GOLD SHS | 454K | 2K | 0 |
SPDR GOLD TR | GOLD SHS | 38K | 177 | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 12M | 22K | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 4M | 7K | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 325K | 597 | 0 |
SPDR SER TR | PRTFLO S&P500 VL | 4M | 77K | 0 |
SPDR SER TR | PRTFLO S&P500 VL | 884K | 18K | 0 |
SPDR SER TR | PRTFLO S&P500 VL | 103K | 2K | 0 |
SPDR SER TR | S&P BIOTECH | 2M | 26K | 0 |
SPDR SER TR | S&P BIOTECH | 105K | 1K | 0 |
SPDR SER TR | S&P BIOTECH | 41K | 438 | 0 |
SPDR SER TR | BLOOMBERG SHT TE | 109K | 4K | 0 |
SPDR SER TR | BLOOMBERG SHT TE | 49K | 2K | 0 |
SPDR SER TR | BLOOMBERG SHT TE | 120K | 5K | 0 |
SPROTT PHYSICAL GOLD TR | UNIT | 2M | 101K | 0 |
SPROTT PHYSICAL PLAT PALLAD | UNIT | 422K | 43K | 0 |
SPROTT PHYSICAL SILVER TR | TR UNIT | 680K | 69K | 0 |
STRYKER CORPORATION | COM | 8M | 24K | 0 |
STRYKER CORPORATION | COM | 823K | 2K | 0 |
STRYKER CORPORATION | COM | 229K | 673 | 0 |
SUPER MICRO COMPUTER INC | COM | 11K | 13 | 0 |
SUPER MICRO COMPUTER INC | COM | 261K | 319 | 0 |
UNITEDHEALTH GROUP INC | COM | 9M | 17K | 0 |
UNITEDHEALTH GROUP INC | COM | 876K | 2K | 0 |
UNITEDHEALTH GROUP INC | COM | 239K | 469 | 0 |
VANECK ETF TRUST | SEMICONDUCTR ETF | 2M | 9K | 0 |
VANECK ETF TRUST | SEMICONDUCTR ETF | 100K | 382 | 0 |
VANECK ETF TRUST | SEMICONDUCTR ETF | 40K | 153 | 0 |
VANECK ETF TRUST | BDC INCOME ETF | 72K | 4K | 0 |
VANECK ETF TRUST | BDC INCOME ETF | 56K | 3K | 0 |
VANECK ETF TRUST | BDC INCOME ETF | 108K | 6K | 0 |
VANECK ETF TRUST | MRNGSTR WDE MOAT | 4K | 43 | 0 |
VANECK ETF TRUST | MRNGSTR WDE MOAT | 234K | 3K | 0 |
VANECK ETF TRUST | MRNGSTR WDE MOAT | 2K | 18 | 0 |
VANGUARD STAR FDS | VG TL INTL STK F | 230K | 4K | 0 |
WALMART INC | COM | 8M | 122K | 0 |
WALMART INC | COM | 846K | 12K | 0 |
WALMART INC | COM | 332K | 5K | 0 |
WHEATON PRECIOUS METALS CORP | COM | 1M | 22K | 0 |