SEABRIDGE INVESTMENT ADVISORS LLC
Firm details
- Headquarters
- SUMMIT, New Jersey
- CRD number
- 108681
- Registered since
- November 3, 1997
- Website
- seabridge.com
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.5%
- Charitable Organizations20.9%
- Other Investment Advisers11.12%
- Individuals4.02%
- Corporations / Businesses1.37%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Seabridge Investment Advisors LLC is an independent, owner-operated registered investment adviser formed as an LLC and SEC-registered since 1997. The firm serves both high-net-worth individuals and families as well as institutional clients, concentrating on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM billing with the option for fixed fees. Seabridge does not list itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents7%
- State & Local Bonds1%
Owners & executives
2 of 2Nicole Goberman
Chief Operating & Compliance OfficerCRD 7325839
HOWARD CHIN
Chief Investment OfficerCRD 3023685
Contacts
3 of 9CHRISTOPHER HOHLSTEIN
Senior Managing DirectorCRD 1163271
GARNETT KEITH
Chairman EmeritusCRD 1475168
MATTHEW FALKOWSKI
Managing DirectorCRD 5450079
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$230M in ETFs
82%
$189M
18%
$40.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND (VMBS) | Vanguard | Passive | Intermediate Government | $21.2M | 451,757 | 9.22% |
Location
SUMMIT, NJ
UNION
Location
SUMMIT, NJ
Headquartered in SUMMIT, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- UNION
- Address
- 450 Springfield Ave
- Time zone
- ET (UTC-5)
- Office locations
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