RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Wenstrup, BarbaraIOPERATIONS MANAGER/CHIEF COMPLIANCE OFFICERNA
Wenstrup, BarbaraIOPERATIONS MANAGER/CHIEF COMPLIANCE OFFICERNA
Wenstrup, BarbaraIOPERATIONS MANAGER/CHIEF COMPLIANCE OFFICERNA
Wenstrup, BarbaraIOPERATIONS MANAGER/CHIEF COMPLIANCE OFFICERNA
Wenstrup, BarbaraIOPERATIONS MANAGER/CHIEF COMPLIANCE OFFICERNA
PEREGOFF, ARCH, LAURENCEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
PEREGOFF, ARCH, LAURENCEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
PEREGOFF, ARCH, LAURENCEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
PEREGOFF, ARCH, LAURENCEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
PEREGOFF, ARCH, LAURENCEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
PEREGOFF, ARCH, LAURENCEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
PEREGOFF, ARCH, LAURENCEIPRESIDENTE Control
PEREGOFF, ARCH, LAURENCEIPRESIDENTE Control
PEREGOFF, ARCH, LAURENCEIPRESIDENTE Control
PEREGOFF, ARCH, LAURENCEIFOUNDERD Control
PEREGOFF, ARCH, LAURENCEIFOUNDER/CHIEF COMPLIANCE OFFICERD Control
PEREGOFF, ARCH, LAURENCEIFOUNDERD Control
PEREGOFF, ARCH, LAURENCEIFOUNDER/CHIEF COMPLIANCE OFFICERD Control
PEREGOFF, ARCH, LAURENCEIFOUNDER/CHIEF COMPLIANCE OFFICERD Control
Di Scala, Joseph, NicholasIMANAGING PARTNERC Control
Di Scala, Joseph, NicholasIMANAGING PARTNERC Control
Di Scala, Joseph, NicholasIMANAGING PARTNERC Control
Di Scala, Joseph, NicholasIMANAGING PARTNERC Control
Di Scala, Joseph, NicholasIMANAGING PARTNERC Control
HABERER, STEFAN, MICHAELIOWNERB

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (3)

CA MD TX

Address

9191 TOWNE CENTRE DRIVE
SUITE 575
SAN DIEGO, CA 92122
United States
Phone: 858-457-7707