Investment adviser · CRD 289789
SEAPLANE PARTNERS, LLC
Investment adviser filing (IA)
MILL VALLEY, CA, United States · Form ADV filed Apr 1, 2019
- Regulatory AUM
- $33.8M Form ADV · Item 5.F
- Client accounts
- 47 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| High-net-worth individuals | 7 | $23,962,176 | 70.9% |
| Individuals | 26 | $9,340,137 | 27.7% |
| Retirement plans | Fewer than 5 | $471,309 | 1.4% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Charities | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
| Corporations & businesses | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 1306604 · Apr 1, 2019 · 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 1, 2019. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
100 SHORELINE HIGHWAY, SUITE B300MILL VALLEY, CA, 94941, United States
CRD 289789
Filing source
Form ADV 1306604 · Apr 1, 2019 · 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.