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SEABIRD INVESTMENT PARTNERS
Legal name: SEABIRD FINANCIAL CORPORATION
CRD 284125File 801-107954
APPROVED
Retail clients
Filing as of Apr 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$419.1M
Below cohort median (national)
Discretionary AUM
$419.1M
Clients
57
295 accounts
Employees
6
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 8, 2016
- Principal office
- 9191 TOWNE CENTRE DRIVE, SUITE 575, SAN DIEGO, CA, 92122
- Phone
- 858-457-7707
- Website
- https://seabirdfin.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $419.1M
- Discretionary AUM
- $419.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 295
- Non-discretionary accounts
- 0
- Total accounts
- 295
- AUM per client
- $7.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $22.8M |
| Other investment advisers | Fewer than 5 | $296.9M |
| High net worth individuals | 26 | $74.4M |
| State or municipal government entities | Fewer than 5 | $8.7M |
| Individuals (other than high net worth individuals) | 18 | $16.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.