Seacrest Wealth Management LLC

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Assets, Funds, Holdings

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Seacrest Wealth Management LLC
CRD #147092
SEC #801-69141
CIK #0001728121
AUM $1.3 BB (2024-03-27)
Employees 51 (75% Investors, 29% Brokers)
Phone914-502-1900
Address3000 Westchester Avenue
Purchase, NY 10577
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
1500120090060030002006201220182025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 74.8
NVDA 399,550.0 50.3
MSFT 1,918,222.4 34.2
GOOGL 1,475,138.5 33.5
GOOG 1,482,566.4 22.8
AMZN 1,092,997.8 19.5
LLY 301,789.7 15.1
AVGO 201,282.9 13.9
META 434,852.0 10.9
V 419,260.5 8.5
View All
Holdings by Sector ($MM)
100080060040020002017201920222025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Seacrest Emerging Market Debt Partners LP 2012-03-28 2.5
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,333 325.3
(b) Individuals (high net worth individuals) 330 939.8
(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 4.0
(h) Charitable organizations 10 4.2
(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 9.6
(n) Other 0 0.0
Total 3,836 1,282.9
By Discretionary
Discretionary 3,512 1,202.2
Non-Discretionary 324 80.7
Total 3,836 1,282.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,282.9
Total 3,836 1,282.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001728121]
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Portolan Capital Management LLC
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Poplar Forest Capital LLC
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Wallace Capital Management Inc
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