Seacrest Investment Management, LLC
Firm details
- Headquarters
- Purchase, New York
- CRD number
- 143670
- Registered since
- March 1, 2010
- Website
- www.seacrestim.com
- Custodians
- CHARLES SCHWAB & CO., INC., COMERICA SECURITIES,INC.
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies35.25%
- Charitable Organizations30.01%
- HNWI13.91%
- Corporations / Businesses11.29%
- Individuals9.54%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Seacrest Investment Management, LLC is an SEC-registered investment adviser formed as an LLC in 2010. The firm positions itself as an institutional RIA that manages portfolios for individual and family clients as well as small businesses and other institutions. Its compensation model is fee-based on a percentage of assets under management. Seacrest identifies portfolio management for individuals/small businesses and for businesses or institutions as its primary advisory activities. The firm does not identify as an active ESG investor.
Assets & Accounts
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
- US Government Bonds40%
- Exchange Traded Equities39%
- Cash & Cash Equivalents18%
- Public Funds/Mutual Funds3%
Owners & executives
1 of 1
Ronald Lenihan
Managing Director, Chief Operating OfficerCRD 1673704
Contacts
2 of 2Howard Schloss
Partner, Executive DirectorCRD 2109029
Jeffrey Meyer
Wealth AdvisorCRD 2682895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Purchase, NY
Westchester
Location
Purchase, NY
Headquartered in Purchase, NY, 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
- Westchester
- Address
- 3000 Westchester Ave
- Time zone
- ET (UTC-5)
- Office locations
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