SEACAP ADVISORS, LLC

Overview

Seacap Advisors, LLC is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals and small businesses. The firm runs a concentrated, equity-first approach: exchange-traded equities make up the bulk of client assets and the stated preference is equities over fixed income or cash. Investment activity centers on discretionary portfolio management, with portfolios constructed and managed on an ongoing basis rather than via one-off financial plans alone. The firm bills on a percentage-of-AUM basis and positions itself for high-net-worth individual and family clients—its client base is small in number but relatively large on a per-client basis. Seacap Advisors does not identify as a capital allocator and is not listed as an active ESG investor. Advisory services are limited to financial planning and portfolio management rather than broad institutional consulting or pension work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices