Firm profile

SEER CAPITAL MANAGEMENT LP

NEW YORK, NYCRD 152164Latest ADV March 27, 2026

Seer Capital Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $1.1B in regulatory assets under management, 23 employees, and 64 accounts.

Assets Under Management
$1.1B
Employees
23
Offices
--
Total Clients
64
Primary office
NEW YORK, NY
1177 SIXTH AVENUE, 4TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

6 roles identified
CEOPhilip N. Weingord
CCOAndrew R. Dominus
CFOChe-hao Lu

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 48.4% of total clients.
Top client categories% of clientsClients
1
HNWI
48.4%
31
2
Pooled Investment Vehicles
29.7%
19
3
FAMILY OFFICE VEHICLES
10.9%
7
4
Individuals
9.4%
6
5
Other Advisers
1.6%
1
Categories with <5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of March 27, 2026
Discretionary44.2%
$468M
44% of total RAUM44.2%
Non-discretionary55.8%
$590M
56% of total RAUM55.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.1B
Total Accounts64
10Y AUM Change$-1.5B (-58.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees23
Clients per Employee3:1
10Y Employee Change-13 (-36.1%)

* 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.