# Seabird Investment Partners

> Seabird Investment Partners is an SEC-registered investment advisory firm in San Diego, CA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.

- CRD: 284125
- Filed as: SEABIRD INVESTMENT PARTNERS
- Legal name: Seabird Financial Corporation
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284125
- AdvisorCensus page: https://advisorcensus.com/firm/seabird-investment-partners-san-diego-ca-284125

## Quick answers

**How is Seabird Investment Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Seabird Investment Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Seabird Investment Partners charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Seabird Investment Partners located?**
Seabird Investment Partners' principal office is in San Diego, CA, according to its Form ADV.

**Is Seabird Investment Partners registered with the SEC or a state?**
Seabird Investment Partners is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284125.

**How much does Seabird Investment Partners manage?**
Seabird Investment Partners reports $419,136,366 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary).

**How have Seabird Investment Partners' assets and staff changed since 2021?**
In the Form ADV data for Seabird Investment Partners: Regulatory assets under management: $261,732,771 in the October 2021 data and $419,136,366 in the October 2026 data, up 60%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Seabird Investment Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (26); individuals (other than high net worth individuals) (18); corporations or other businesses not listed above (8).

**Which custodians does Seabird Investment Partners use?**
Seabird Investment Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Seabird Investment Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284125

**Does Seabird Investment Partners state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "The Adviser does not impose a minimum account requirement on clients."

**What changed in Seabird Investment Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $354,355,170 to $419,136,366 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> Fees generally range from 0.25% to 1.50% annually, based on client’s assets under management, as well as the range and complexity of the services provided.

- Account minimum: None

> The Adviser does not impose a minimum account requirement on clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $419,136,366
- Discretionary: $419,136,366
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $16,297,013 |
| High net worth individuals | 26 | $74,425,320 |
| State or municipal government entities (including government pension plans) | 1 | $8,711,546 |
| Other investment advisers | 4 | $296,935,039 |
| Corporations or other businesses not listed above | 8 | $22,767,448 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MD, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- seabirdfin.com
- LinkedIn @seabird-investment-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $261,732,771 | 4 | January 22, 2021 |
| October 2022 | $306,820,169 | 4 | March 17, 2022 |
| October 2023 | $272,754,684 | 5 | March 10, 2023 |
| October 2024 | $275,839,529 | 6 | March 28, 2024 |
| October 2025 | $354,355,170 | 6 | March 26, 2025 |
| October 2026 | $419,136,366 | 6 | April 20, 2026 |

Regulatory assets under management: $261,732,771 in the October 2021 data and $419,136,366 in the October 2026 data, up 60%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $354,355,170 to $419,136,366 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seabird Investment Partners (CRD 284125): Form ADV filing data as of October 2026.