Seeds
Firm details
- Headquarters
- New York, New York
- CRD number
- 308909
- Registered since
- April 25, 2022
- Website
- www.seedsinvestor.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Seeds is an LLC that operates as a non-independent retail registered investment adviser, entering SEC registration in 2022. The firm serves both individual and family clients as well as institutional accounts, offering portfolio management for individuals, small businesses, and larger business or institutional investors. Its fee model combines a percentage-of-AUM component with fixed fees. Seeds identifies as an active ESG investor and is classified as a non-multi-state adviser; governance indicates domestic entity and individual ownership.
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
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities30%
- Cash & Cash Equivalents5%
- Derivatives1%
Owners & executives
2 of 2
Dianne Morin
CEO & FounderCRD 7051669
Michael Conway
President, CEOCRD 1099865
Contacts
3 of 3
Zachary Conway
Managing DirectorCRD 6426747
Amy Magnotta
Director of Investment StrategyCRD 4210155
Timothy McClatchy
Senior Financial AnalystCRD 6771191
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 205Active vs passive
$834M in ETFs
90%
$746M
9%
$87.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $54.5M | 147,295 | 6.54% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, 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
- New York
- Address
- 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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