SEAFARER CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2011
Total AUM
$3.4B
Discretionary
$3.4B
100% of AUM
Avg account
$1.7B
Accounts
2
Employees
19
Advisory reps
5

Firm details

Headquarters
LARKSPUR, California
CRD number
158671
Registered since
December 23, 2011
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Seafarer Capital Partners, LLC is an SEC-registered investment adviser formed as an LLC in 2011 that serves institutional clients. The firm reports portfolio management for investment companies and is registered with business activities described as a CPO or CTA, which indicates involvement with commodity pools or trading-adviser activities alongside its advisory work for pooled investment vehicles. Fee billing is on a percentage-of-AUM basis. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • MICHELLE FOSTER

    Founder & CEOCRD 5081586

  • DAVID LENIK

    Chief Compliance OfficerCRD 2747285

  • ANDREW FOSTER

    Chief Investment Officer And Portfolio ManagerCRD 4936931

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Contacts

1 of 1
  • Nicholas Borst

    Vice President and DirectorCRD 7528218

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LARKSPUR, CA

MARIN

Location

LARKSPUR, CA

Headquartered in LARKSPUR, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
60 E Sir Francis Drake Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth