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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Seaborn Financial LLC
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|---|---|
| CRD # | 159073 |
| SEC # | 801-131434 |
| CIK # | |
| AUM | $117.3 M (2025-04-29) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 512-814-7258 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 18.1 |
| (b) Individuals (high net worth individuals) | 39 | 98.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 427 | 117.3 |
| By Discretionary | ||
| Discretionary | 427 | 117.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 427 | 117.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.6 | |
| United States Persons | 106.7 | |
| Total | 427 | 117.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Queen B Advisors LLC
✚
|
TX | 0.1 |
|
Cycap Partners LLC
✚
|
FL | 0.1 |
|
Irvine Wealth Planning Strategies LLC
✚
|
NY | 0.1 |
|
Tarheel Advisors LLC
✚
|
NC | 0.1 |
|
Global Strategic Management Inc
✚
|
PR | 0.1 |
|
Diamond Client Group LLC
✚
|
TX | 0.1 |
|
Konza Global Advisory LLC
✚
|
KS | 0.1 |
|
Optima Capital Management LLC
✚
|
AZ | 0.1 |
|
RSG Investments LLC
✚
|
KS | 0.1 |
|
Brighter Financial Capital Management LLC
✚
|
VA | 0.1 |