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Seacrest Investment Management LLC
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CRD # | 143670 |
SEC # | 801-71148 |
CIK # | |
AUM | $100.6 MM (2023-03-08) |
Employees | 5 (60% Investors, 40% Brokers) |
Phone | 914-502-1905 |
Address | 3000 Westchester Avenue Purchase, NY 10577-2524 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | Seacrest Emerging Market Debt Partners LP | 2012-03-19 | 2.5 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 24 | 11.3 |
(b) Individuals (high net worth individuals) | 6 | 24.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 4.4 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 23.7 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 36.2 |
(n) Other | 0 | 0.0 |
Total | 95 | 100.6 |
By Discretionary | ||
Discretionary | 95 | 100.6 |
Non-Discretionary | 0 | 0.0 |
Total | 95 | 100.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 100.6 | |
Total | 95 | 100.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Buckley Capital Advisors LLC
✚
|
FL | 0.1 |
Sheeley & Partners Wealth Management LLC
✚
|
RI | 0.1 |
Severian Asset Management LLC
✚
|
TX | 0.1 |
Dumont Global LP
✚
|
NY | 0.1 |
TR Capital Management LLC
✚
|
NY | 0.1 |
Branzan Investment Advisors Inc
✚
|
CO | 0.1 |
Two Prime LLC
✚
|
CO | 0.1 |
APS Labs LLC
✚
|
IL | 0.1 |
Colrain Capital LLC
✚
|
MA | 0.1 |
Saber Capital Management LLC
✚
|
NC | 0.1 |