SEAGULL LANE ASSET MANAGEMENT LLC

RIASEC Registered
Total AUM
$208M
Discretionary
$193M
93% of AUM
Avg account
$296K
Accounts
702
Employees
4
Advisory reps
2

Firm details

Headquarters
HUNTINGTON BEACH, California
CRD number
282566
Custodians
AXOS CLEARING LLC
Fee structure
Percentage of AUM, Other
Client types
  • HNWI59.16%
  • Individuals40.84%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Seagull Lane Asset Management LLC is a privately held limited liability company that serves individual and family clients. The firm operates as a capital allocator and provides portfolio management for individuals and small businesses, and it also engages in the selection of third‑party advisers. It maintains a business relationship as a registered representative of a broker‑dealer and charges fees on a percentage‑of‑AUM basis (plus other fee arrangements). Seagull Lane does not identify as an active ESG investor and is not organized as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 23%, Cash & Cash Equivalents 11%, Investment Grade Corp Bonds 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents11%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • DAVID WALKER

    Partner, CEOCRD 4915184

Contacts

1 of 1
  • KEVIN BAIRD

    ​President and FounderCRD 2087678

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

HUNTINGTON BEACH, CA

ORANGE

Location

HUNTINGTON BEACH, CA

Headquartered in HUNTINGTON BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
19671 Beach Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth