PURCHASE, NYCRD 143670Latest ADV February 13, 2026
Seacrest Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Purchase, NY. Its latest Form ADV filing, dated February 13, 2026, reports $111M in regulatory assets under management, 3 employees, 3 offices, and 70 accounts.
Assets Under Management
$111M
Employees
3
Offices
3 offices
Total Clients
15
Primary office
PURCHASE, NY
3000 WESTCHESTER AVENUE, SUITE 206, PURCHASE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
15
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$111Mas of February 13, 2026
Discretionary100.0%
$111M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$111M
Total Accounts70
10Y AUM Change$-27M (-19.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee5:1
10Y Employee Change-3 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.