{ "crd_number": 282566, "slug": "seagull-lane-asset-management-llc-huntington-beach-ca-282566", "primary_business_name": "SEAGULL LANE ASSET MANAGEMENT LLC", "legal_name": "SEAGULL LANE ASSET MANAGEMENT LLC", "dbas": [ "BAIRD WALKER WEALTH STRATEGY GROUP" ], "city": "Huntington Beach", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2026-08-05", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-09-01", "carried_forward": false, "raum_total": 207934000.0, "raum_discretionary": 193135000.0, "raum_non_discretionary": 14799000.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 4, "advisory_employees": 2, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 84918000.0, "count": 305 }, "high_net_worth_individuals": { "raum": 123016000.0, "count": 45 } }, "compensation_types": [ "other", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "other", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AZ", "CA", "TX" ], "websites": [ "https://baird-wsg.com", "https://bairdwalker.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282566", "city_as_filed": "HUNTINGTON BEACH", "url": "https://advisorcensus.com/firm/seagull-lane-asset-management-llc-huntington-beach-ca-282566", "display_name": "Seagull Lane Asset Management LLC", "summary": "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.", "citation": "AdvisorCensus. Seagull Lane Asset Management LLC (CRD 282566): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Other" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)", "Other" ], "quick_answers": [ { "q": "How is Seagull Lane Asset Management LLC compensated?", "a": "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." }, { "q": "Where is Seagull Lane Asset Management LLC located?", "a": "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)." }, { "q": "Is Seagull Lane Asset Management LLC registered with the SEC or a state?", "a": "Seagull Lane Asset Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 282566." }, { "q": "How much does Seagull Lane Asset Management LLC manage?", "a": "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)." }, { "q": "What types of clients does Seagull Lane Asset Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (305); high net worth individuals (45)." }, { "q": "Which custodians does Seagull Lane Asset Management LLC use?", "a": "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." }, { "q": "Does Seagull Lane Asset Management LLC report any disciplinary disclosures?", "a": "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" }, { "q": "Does Seagull Lane Asset Management LLC state an account minimum?", "a": "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.\"" }, { "q": "What changed in Seagull Lane Asset Management LLC's recent Form ADV filings?", "a": "In the October 2026 filing data: Registered or notice-filed in AZ, TX." } ], "filing_history": [], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "Registered or notice-filed in AZ, TX." ] }, { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated August 28, 2026", "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "$100,000", "account_minimum_may_be_waived": true, "minimum_annual_fee": null, "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: $100,000 (the brochure says it may be waived or negotiated)" ], "quotes": [ "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." ] } ], "quotes": [ "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." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Axos Clearing LLC", "name_as_filed": "AXOS CLEARING LLC", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/seagull-lane-asset-management-llc-huntington-beach-ca-282566.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 305, "fewer_than_5": false, "raum": 84918000.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 45, "fewer_than_5": false, "raum": 123016000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282566", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }