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SEACREST INVESTMENT MANAGEMENT, LLC

CRD 143670File 801-71148
APPROVED
Retail clients
Custody
Filing as of Feb 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$110.9M
Bottom 25% of cohort (national)
Discretionary AUM
$110.9M
Clients
15
70 accounts
Employees
3
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Mar 1, 2010
Principal office
3000 WESTCHESTER AVENUE, SUITE 206, PURCHASE, NY, 10577-2524
Phone
914-502-1905

Assets & accounts

ADV Item 5F
Total regulatory AUM
$110.9M
Discretionary AUM
$110.9M
Non-discretionary AUM
$0
Discretionary accounts
70
Non-discretionary accounts
0
Total accounts
70
AUM per client
$7.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$12.5M
Insurance companiesFewer than 5$39.1M
Charitable organizationsFewer than 5$33.3M
High net worth individualsFewer than 5$15.4M
Individuals (other than high net worth individuals)15$10.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.