Data / Investment advisers / New York / Seacrest Investment Management, LLC
Seacrest Investment Management, LLC, Purchase, NY: $111 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Seacrest Investment Management, LLC is an SEC registered investment adviser with its main office in Purchase, New York and reports $111 million in regulatory assets under management in its Form ADV filed February 13, 2026. Its clients include insurance companies, charitable organizations and high net worth individuals. It is paid through a percentage of assets under management.
The request: Watch Seacrest Investment Management, LLC (CRD number 143670): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 143670
- SEC file number
- 801-71148
- SEC status
- Approved, effective March 1, 2010
- Main office
- 3000 Westchester Avenue Suite 206, Purchase, NY 10577
- Phone
- (914) 502-1905
- Website
- seacrestim.com
- Regulatory AUM
- $110,925,319 in the Form ADV filed February 13, 2026
- Discretionary AUM
- $110,925,319
- Accounts
- 70
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 13, 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 |
|---|---|---|
| Insurance companies | Fewer than 5 | $39.1 million |
| Charitable organizations | Fewer than 5 | $33.3 million |
| High net worth individuals | Fewer than 5 | $15.4 million |
| Corporations or other businesses | Fewer than 5 | $12.5 million |
| Individuals (other than high net worth individuals) | 15 | $10.6 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 |
|---|---|---|
| March 2, 2026 | $110.9 million | February 13, 2026 |
| December 1, 2025 | $103.6 million | February 28, 2025 |
Other advisers in Purchase
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Foresight Global Investors, Inc. | Purchase | $955.2 million | Not listed | adviserinfo.sec.gov |
| Alpine Saxon Woods | Purchase | $669.6 million | Not listed | adviserinfo.sec.gov |
| Bracco Asset Management | Purchase | $446 million | 2 | adviserinfo.sec.gov |
| One Oak Capital Management, LLC | Purchase | $418.5 million | 3 | adviserinfo.sec.gov |
| Alpine Woods Capital Investors, LLC | Purchase | $180.6 million | 3 | adviserinfo.sec.gov |
| Main Street Financial | Purchase | $71.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Purchase, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving insurance companies
- Advisers serving charitable organizations
- Seacrest Investment Management, LLC 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.