Seaport Wealth Management LLC

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Assets, Funds, Holdings

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Seaport Wealth Management LLC
CRD #169744
SEC #801-78901
CIK #
AUM
Employees 3 (67% Investors, 67% Brokers)
Phone212-877-2330
Address328 West 77th Street
New York, NY 10024
Source [IAPD]
Total AUM ($M)
30241812602010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Tripolay Capital Management 2013-02-28 4.2
Other Seaport Total Asset Partners [2012-11-15] 27.2 24.8
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 28.4
(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 2 28.4
By Discretionary
Discretionary 2 28.4
Non-Discretionary 0 0.0
Total 2 28.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 28.4
Total 2 28.4
Form D Directors # Filings # Firms 2011 - 2025
Belvedere Tigers LLC 13
Belvedere Asset Management LLC 13
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