SEABIRD FINANCIAL CORPORATION
Legal name: SEABIRD INVESTMENT PARTNERS
CRD #284125 SEC #801-107954 SAN DIEGO, CA 858-457-7707
SEC Registered
Total AUM
$354.4M
Discretionary
$354.4M
Employees
6
Clients
--
Accounts
270
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $354.4M | $354.4M | $0 | 6 | 0 |
| Mar 2024 | $275.8M | $275.8M | $0 | 6 | 0 |
| Mar 2023 | $272.8M | $272.8M | $0 | 5 | 0 |
| Jan 2023 | $272.8M | $272.8M | $0 | 5 | 0 |
| Mar 2022 | $306.8M | $306.8M | $0 | 4 | 0 |
| Jan 2021 | $261.7M | $261.7M | $0 | 4 | 0 |
| Jun 2020 | $219.4M | $219.4M | $0 | 4 | 0 |
| Feb 2020 | $219.4M | $219.4M | $0 | 4 | 0 |
| Mar 2019 | $189.5M | $189.5M | $0 | 4 | 0 |
| May 2018 | $180M | $180M | $0 | 3 | 0 |
| Mar 2018 | $180M | $180M | $0 | 3 | 0 |
| Mar 2017 | $160M | $160M | $0 | 2 | 100 |
| Oct 2016 | $131M | $131M | $0 | 2 | 0 |
| Jun 2016 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$354.4M
Discretionary$354.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$272.8M
Discretionary$272.8M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$272.8M
Discretionary$272.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$306.8M
Discretionary$306.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$261.7M
Discretionary$261.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$219.4M
Discretionary$219.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$219.4M
Discretionary$219.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$189.5M
Discretionary$189.5M
Non-Disc.$0
Employees4
Clients0
DateMay 2018
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees2
Clients100
DateOct 2016
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees2
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0