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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Seacrest Wealth Management LLC
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|---|---|
| CRD # | 147092 |
| SEC # | 801-69141 |
| CIK # | 0001728121 |
| AUM | $1.6 B (2025-02-07) |
| Employees | 51 (82% Investors, 31% Brokers) |
| Phone | 914-502-1900 |
| Address | 3000 Westchester Avenue Purchase, NY 10577 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 65.3 | ||
| Nvidia Corp | 51.8 | ||
| Microsoft Corp | 32.6 | ||
| Alphabet Inc | 32.0 | ||
| Broadcom Inc | 20.8 | ||
| Alphabet Inc | 20.8 | ||
| Amazon Com Inc | 19.9 | ||
| Facebook Inc | 16.9 | ||
| Lilly Eli & Co | 11.0 | ||
| VISA Inc | 10.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Seacrest Emerging Market Debt Partners LP | 2012-03-28 | 2.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,318 | 359.9 |
| (b) Individuals (high net worth individuals) | 382 | 1,173.8 |
| (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 | 3.4 |
| (h) Charitable organizations | 9 | 4.8 |
| (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 | 11 | 19.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,945 | 1,561.2 |
| By Discretionary | ||
| Discretionary | 3,614 | 1,464.0 |
| Non-Discretionary | 331 | 97.2 |
| Total | 3,945 | 1,561.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 26.0 | |
| United States Persons | 1,535.2 | |
| Total | 3,945 | 1,561.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001728121] |
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|---|---|---|
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Fairholme Capital Management LLC
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FL | 1.7 |
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Quent Capital LLC
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NY | 1.6 |
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Penn Capital Management Company LLC
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PA | 1.6 |
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Portolan Capital Management LLC
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MA | 1.6 |
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Adelante Capital Management LLC
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CA | 1.6 |
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Lake Hill Capital Management LLC
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NY | 1.6 |
|
Seelaus Asset Management LLC
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NJ | 1.6 |
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Halyard Asset Management LLC
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|
NY | 1.5 |
|
Cushing Asset Management LP
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TX | 1.5 |
|
Delegate Advisors LLC
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NC | 1.5 |