S
$134.9M Total AUM
$134.9M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
2 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-29-2024
- Office Locations
- 1
Office Locations
-- Palo Alto CA
About Seal Cove Capital LLC
Seal Cove Capital LLC is a Palo Alto-based RIA. The firm has been operating for 2 years. Managing $134.9M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$134.9M AVG AUM / ADVISOR
$45.0M AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
Kevin K Lee
Chief Compliance Officer, Managing Partner
- CRD
- #7945523
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $134,858,476 | $5,186,864 |
| Non-Discretionary | $0 | -- |
| Total | $134,858,476 | $5,186,864 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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