SEAPORT GLOBAL ADVISORS, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 154287
- Registered since
- July 9, 2010
- Website
- entrepreneurshares.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Seaport Global Advisors, LLC is an institutional-focused investment adviser that manages a modest pool of assets with an emphasis on public equities alongside allocations to private market strategies. The firm operates under a percentage-of-AUM fee model and lists portfolio management for investment companies as a core advisory activity. It identifies as an active ESG investor, which suggests integration of environmental, social and governance factors into some or all of its investment processes. Seaport Global Advisors appears structured to serve a concentrated institutional client base rather than a broad retail audience. Investment preferences show a blend of long public equity exposure and commitments to private market managers. The firm’s profile and filings indicate it favors concentrated equity positions (its top equity holding is material relative to its total equity sleeve) while also allocating capital to private equity and private credit through third-party managers. Mutual funds are used in the firm’s toolkit as well, likely for liquidity management, interim exposure or complementary strategies.
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
Owners & executives
3 of 3Eva Adosoglou
Chief Operating OfficerCRD 7358297
JOEL SHULMAN
Founder, Managing Director & Chief Investment OfficerCRD 2267287
Mihai Prisacariu
Chief Compliance OfficerCRD 7134482
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 175 Federal St
- Time zone
- ET (UTC-5)
- Office locations
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