$3.2M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-06-2024
- Office Locations
- 1
Office Locations
-- Rancho Cucamonga CA
About Seapoint Capital Management LLC
Seapoint Capital Management LLC is a California-based retail RIA focused on entrepreneurs, providing financial planning and discretionary portfolio management, with an emphasis on asset allocation and risk management across mutual funds, ETFs, and fixed income (with exposure to cryptocurrency and real estate). Custodies with Interactive Brokers.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
NOLAN PARKER CHEVALIER
Chief Compliance Officer
- CRD
- #6127650
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,238,088 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,238,088 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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