Overview
Assets Under Management: $419 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 26
Average Client Assets: $2.9 million
Frequently Asked Questions
SEABIRD INVESTMENT PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284125), SEABIRD INVESTMENT PARTNERS is subject to fiduciary duty under federal law.
SEABIRD INVESTMENT PARTNERS is headquartered in SAN DIEGO, CA.
SEABIRD INVESTMENT PARTNERS serves 26 high-net-worth clients according to their SEC filing dated April 20, 2026. View client details ↓
According to their SEC Form ADV, SEABIRD INVESTMENT PARTNERS offers portfolio management for individuals. View all service details ↓
SEABIRD INVESTMENT PARTNERS manages $419 million in client assets according to their SEC filing dated April 20, 2026.
According to their SEC Form ADV, SEABIRD INVESTMENT PARTNERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.76%
Average Client Assets: $2.9 million
Total Client Accounts: 295
Discretionary Accounts: 295
Regulatory Filings
CRD Number: 284125
Filing ID: 2096524
Last Filing Date: 2026-04-20 14:40:20