Seabird Investment Partners is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated April 20, 2026, reports $419M in regulatory assets under management, 6 employees, and 295 accounts.
Assets Under Management
$419M
Employees
6
Offices
--
Total Clients
57
Primary office
SAN DIEGO, CA
9191 TOWNE CENTRE DRIVE, SUITE 575, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 45.6% of total clients.
Top client categories% of clientsClients
1
HNWI
45.6%
26
2
Individuals
31.6%
18
3
Corporations
14.0%
8
4
Other Advisers
7.0%
4
5
Government
1.8%
1
Categories with <5 clients
Other investment advisers<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$419Mas of April 20, 2026
Discretionary100.0%
$419M
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.
Total AUM$419M
Total Accounts295
10Y AUM Change+$259M (+162.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee10:1
10Y Employee Change+4 (+200.0%)
* 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.