Data / Investment advisers / California / Seabird Investment Partners
Seabird Investment Partners, San Diego, CA: $419 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Seabird Investment Partners is an SEC registered investment adviser with its main office in San Diego, California and reports $419 million in regulatory assets under management in its Form ADV filed April 20, 2026. Its clients include other investment advisers, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management and performance based fees.
The request: Watch Seabird Investment Partners (CRD number 284125): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 284125
- SEC file number
- 801-107954
- SEC status
- Approved, effective June 8, 2016
- Legal name
- Seabird Financial Corporation
- Main office
- 9191 Towne Centre Drive Suite 575, San Diego, CA 92122
- Phone
- (858) 457-7707
- Website
- seabirdfin.com
- Regulatory AUM
- $419,136,366 in the Form ADV filed April 20, 2026
- Discretionary AUM
- $419,136,366
- Accounts
- 295
- Employees
- 6, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 4 | $296.9 million |
| High net worth individuals | 26 | $74.4 million |
| Corporations or other businesses | 8 | $22.8 million |
| Individuals (other than high net worth individuals) | 18 | $16.3 million |
| State or municipal government entities | 1 | $8.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $419.1 million | March 25, 2026 |
| December 1, 2025 | $354.4 million | March 26, 2025 |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Illumination Wealth Management | San Diego | $471.1 million | Not listed | adviserinfo.sec.gov |
| Clelland & Company Inc | San Diego | $465.7 million | Not listed | adviserinfo.sec.gov |
| Tidemark, LLC | San Diego | $462.5 million | Not listed | adviserinfo.sec.gov |
| Beta Wealth Group, Inc | San Diego | $460.3 million | Not listed | adviserinfo.sec.gov |
| Carmel Capital Partners, LLC | San Diego | $434.3 million | 3 | adviserinfo.sec.gov |
| Western Financial Corporation | San Diego | $414.4 million | Not listed | adviserinfo.sec.gov |
| Ted Buchan & Company | San Diego | $413.2 million | Not listed | adviserinfo.sec.gov |
| Practicecfo Investments | San Diego | $401.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving other investment advisers
- Advisers serving high net worth individuals
- Seabird Investment Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.