Seahorse Financial Advisers Inc

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Assets, Funds, Holdings

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Seahorse Financial Advisers Inc
CRD #117407
SEC #801-77819
CIK #
AUM $77.8 M (2025-01-06)
Employees 1 (100% Investors, 0% Brokers)
Phone845-605-8122
Address52 Front St
Millbrook, NY 12545
Source [IAPD] [Website]
Total AUM ($M)
806448321602011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1 0.5
(b) Individuals (high net worth individuals) 19 77.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 20 77.8
By Discretionary
Discretionary 20 77.8
Non-Discretionary 0 0.0
Total 20 77.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 77.8
Total 20 77.8
Comparable Firms State AUM ($B)
Treger & Associates LLC
VA 0.1
Londinium Asset Management Ltd
0.1
Investable Wealth LLC
0.1
RPM Capital Management LLC
NY 0.1
Bayridge Financial Group Inc
NY 0.1
Yearwood Young Advisors LLC
NY 0.1
Queenbridge Capital LLC
NY 0.1
Haas Financial Inc
FL 0.1
Stratton Capital Investment Advisory LLC
NY 0.1
Thinking Big Financial Inc
NY 0.1
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