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Seagull Lane Asset Management LLC

Huntington Beach, CASEC-registered investment adviserCRD 282566

Filed as SEAGULL LANE ASSET MANAGEMENT LLC

Seagull Lane Asset Management LLC is an SEC-registered investment advisory firm in Huntington Beach, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

0 years
registered since 2026
$207,934,000
assets under management
2 arrangements
Percentage of assets, Other
None
disclosure items (Item 11)

Quick answers

From the filing

How is Seagull Lane Asset Management LLC compensated?

On its Form ADV (Item 5.E, October 2026), Seagull Lane Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; other.

Where is Seagull Lane Asset Management LLC located?

Seagull Lane Asset Management LLC's principal office is in Huntington Beach, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Seagull Lane Asset Management LLC registered with the SEC or a state?

Seagull Lane Asset Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 282566.

How much does Seagull Lane Asset Management LLC manage?

Seagull Lane Asset Management LLC reports $207,934,000 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (93% discretionary).

What types of clients does Seagull Lane Asset Management LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (305); high net worth individuals (45).

Which custodians does Seagull Lane Asset Management LLC use?

Seagull Lane Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC as a custodian holding 10% or more of its separately managed account assets.

Does Seagull Lane Asset Management LLC 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/282566

Does Seagull Lane Asset Management LLC state an account minimum?

Its Form ADV Part 2A brochure dated August 28, 2026 says: "Seagull Lane Asset Management LLC's current minimum for a new personal client relationship is $100,000 per household." "For new personal client accounts, the initial minimum is $100,000 in funds and/or securities. We may waive this requirement in our sole discretion, for example, if you appear to have significant potential for increasing assets under management."

What changed in Seagull Lane Asset Management LLC's recent Form ADV filings?

In the October 2026 filing data: Registered or notice-filed in AZ, TX.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $100,000 (the brochure says it may be waived or negotiated)

The brochure's wording
Seagull Lane Asset Management LLC's current minimum for a new personal client relationship is $100,000 per household.
For new personal client accounts, the initial minimum is $100,000 in funds and/or securities. We may waive this requirement in our sole discretion, for example, if you appear to have significant potential for increasing assets under management.

As stated in the firm's Form ADV Part 2A brochure dated August 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$207,934,000

$207,934,000 as of October 2026, filing dated September 1, 2026.

Discretionary: $193,135,000.Non-discretionary: $14,799,000.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 305 Assets $84,918,000 (41%)
High net worth individuals
Clients 45 Assets $123,016,000 (59%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other

Registration and firm details

Items 1, 2, 5
Also doing business as
BAIRD WALKER WEALTH STRATEGY GROUP
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2026 (0 years)
Employees
Total: 4. Performing investment advisory functions: 2.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

Other offices (Schedule D, Section 1.F)
1 other office, as of the October 2026 filing
Santa Barbara, CA
States registered or notice-filed
3 states or jurisdictions
AZCATX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. October 2026
    • Registered or notice-filed in AZ, TX.
  2. September 2026
    • Newly registered with the SEC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
baird-wsg.combairdwalker.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Seagull Lane Asset Management LLC (CRD 282566): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/seagull-lane-asset-management-llc-huntington-beach-ca-282566