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Building 2SEABIRD INVESTMENT PARTNERS

Map pinSAN DIEGO, CA
Phone858-457-7707
NotebookSEC #801-107954
Total AUM
$419.1M
Employees
6
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9191 TOWNE CENTRE DRIVE
SUITE 575
SAN DIEGO
CA 92122
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
858-457-7707

ReceiptFinancials

Total AUM
$419.1M
Accounts
295
Discretionary
$419.1M
Accounts
295
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$16.3M
HNW Individual Clients
26
AUM
$74.4M
Government Entity Clients
1
AUM
$8.7M
Investment Advisor Clients
4
AUM
$296.9M
Corporation or Business Clients
8
AUM
$22.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMDTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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