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| Seacrest Wealth Management LLC
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|---|---|
| CRD # | 147092 |
| SEC # | 801-69141 |
| CIK # | 0001728121 |
| AUM | 1,533.5 M (2026-03-17) |
| Employees | 47 (77% Investors, 19% 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 | 79.7 | ||
| Alphabet Inc | 60.7 | ||
| Alphabet Inc | 38.2 | ||
| Nvidia Corp | 35.9 | ||
| Broadcom Inc | 18.6 | ||
| Amazon Com Inc | 17.1 | ||
| Microsoft Corp | 16.7 | ||
| Lilly Eli & Co | 16.3 | ||
| Facebook Inc | 9.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 7.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Seacrest Emerging Market Debt Partners LP | 2012-03-28 | 2.5 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,102 | 300.4 |
| (b) Individuals (high net worth individuals) | 373 | 1,202.9 |
| (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 | 5 | 3.0 |
| (h) Charitable organizations | 9 | 6.9 |
| (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 | 9 | 20.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,417 | 1,533.5 |
| By Discretionary | ||
| Discretionary | 3,187 | 1,448.9 |
| Non-Discretionary | 230 | 84.6 |
| Total | 3,417 | 1,533.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,533.5 | |
| Total | 3,417 | 1,533.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001728121] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
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NY | 1,584.8 M |
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1,512.6 M | |
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PA | 1,494.3 M |
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TX | 1,488.9 M |
|
Adelante Capital Management LLC
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CA | 1,488.0 M |
|
Reliant Investment Management LLC
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|
TN | 1,471.5 M |