Investment adviser · CRD 284125
SEABIRD INVESTMENT PARTNERS
Investment adviser filing (IA)
SEABIRD FINANCIAL CORPORATION
SAN DIEGO, CA, United States · Form ADV filed Apr 20, 2026
- Regulatory AUM
- $419M Form ADV · Item 5.F
- Client accounts
- 295 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $296,935,039 | 70.8% |
| High-net-worth individuals | 26 | $74,425,320 | 17.8% |
| Corporations & businesses | 8 | $22,767,448 | 5.4% |
| Individuals | 18 | $16,297,013 | 3.9% |
| Government entities | Fewer than 5 | $8,711,546 | 2.1% |
Filing source
Form ADV 2096524 · Apr 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 20, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
9191 TOWNE CENTRE DRIVE, SUITE 575SAN DIEGO, CA, 92122, United States
CRD 284125
Filing source
Form ADV 2096524 · Apr 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.