SEAVIEW INVESTMENT MANAGERS LLC

RIASEC RegisteredEst. 2019
Total AUM
$1.4B
Discretionary
$1.2B
91% of AUM
Avg account
$858K
Accounts
1,597
Employees
13
Advisory reps
10

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
300155
Registered since
April 9, 2019
Website
www.seaviewinvestmentmanagers.com
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers95.44%
  • Corporations / Businesses2.92%
  • Individuals1.16%
  • HNWI0.49%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Seaview Investment Managers LLC is an SEC-registered investment adviser organized as an LLC that acts both as a portfolio manager and a capital allocator for high-net-worth individuals, families and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutions, and also offers manager selection services, periodic publications and educational workshops. Its fee arrangements include traditional percentage-of-assets-under-management billing and performance-based fees. Seaview identifies as a non-ESG active investor and lists broker-dealer relationships and other adviser affiliations among its industry ties.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 38%, Exchange Traded Equities 22%, Public Funds/Mutual Funds 17%, Non-Investment Grade Corp Bonds 16%, Sovereign Bonds 3%, Cash & Cash Equivalents 3%, US Government Bonds 1%38%
  • Investment Grade Corp Bonds38%
  • Exchange Traded Equities22%
  • Public Funds/Mutual Funds17%
  • Non-Investment Grade Corp Bonds16%
  • Sovereign Bonds3%

Owners & executives

3 of 3

  • CLAUDIA BATLLE

    Chief Investment OfficerCRD 2089161

  • CARLOS GADALA-MARIA

    CEO and PresidentCRD 4437613

  • EDUARDO BELLO

    Managing Director and Chief Compliance OfficerCRD 5433549

Contacts

3 of 7

  • Carlos Arencibia

    Portfolio Management AssociateCRD 8047602

  • ALFONSO OSORIO

    Director of OperationsCRD 4725282

  • Renato Morzan

    Investment AnalystCRD 7854785

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 42

Active vs passive

$65.8M in ETFs

Passive

88%

$58.2M

Active

10%

$7.6M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$10.5M18,26716.03%
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Location

Primary office

CORAL GABLES, FL

MIAMI DADE

Location

CORAL GABLES, FL

Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
2 Alhambra Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth