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SEABIRD INVESTMENT PARTNERS
SEABIRD FINANCIAL CORPORATION
CRD 284125 · SEC 801-107954
9191 TOWNE CENTRE DRIVE, SUITE 575, SAN DIEGO, CA, 92122, United States
Phone
858-457-7707
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$419.1M
Discretionary AUM
$419.1M
Team
6 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-04-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $16.3M |
| High net worth individuals | 26 | $74.4M |
| State/municipal entities | 1 | $8.7M |
| Other investment advisers | 4 | $296.9M |
| Corporations/business entities | 8 | $22.8M |
States served
CA, MD, TX
All web addresses on file
Official SEC filing: View on IAPD