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Seaview Investment Managers LLC
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CRD # | 300155 |
SEC # | 801-114975 |
CIK # | 0001832158 |
AUM | $1.1 BB (2024-03-18) |
Employees | 11 (55% Investors, 18% Brokers) |
Phone | 305-330-2332 |
Address | 2 Alhambra Plaza Coral Gables, FL 33134 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NVDA | 399,550.0 | 11.8 | |
AMZN | 1,092,997.8 | 10.7 | |
AAPL | 2,382,844.0 | 10.4 | |
GOOGL | 1,475,138.5 | 10.3 | |
MSFT | 1,918,222.4 | 10.0 | |
ADBE | 172,760.2 | 9.9 | |
CRM | 170,602.7 | 9.9 | |
META | 434,852.0 | 9.9 | |
UNH | 477,004.0 | 9.8 | |
JPM | 340,169.2 | 9.8 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 19 | 3.1 |
(b) Individuals (high net worth individuals) | 1 | 2.3 |
(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 | 2 | 1,129.7 |
(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 | 1,461 | 1,135.2 |
By Discretionary | ||
Discretionary | 1,323 | 1,020.4 |
Non-Discretionary | 138 | 114.8 |
Total | 1,461 | 1,135.2 |
By Non-United States Persons | ||
Non-United States Persons | 964.9 | |
United States Persons | 170.3 | |
Total | 1,461 | 1,135.2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001832158] |
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BFSG LLC
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|
CA | 1.1 |
Ciccarelli Advisory Services Inc
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Independence Square Holdings LLC
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PA | 1.1 |
Pbmares Wealth Management LLC
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VA | 1.1 |
CGN Advisors LLC
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KS | 1.1 |
HBW Advisory Services LLC
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|
CA | 1.1 |
Triune Financial Partners LLC
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KS | 1.1 |
Heartwood Wealth Advisors LLC
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|
VA | 1.1 |
Madison Financial Advisors Ltd
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OH | 1.1 |
Janiczek Wealth Management LLC
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|
CO | 1.1 |