AdvisorCensus / Financial advisors / California / San Diego / Seaside Equity Partners
Seaside Equity Partners
Filed as SEASIDE EQUITY PARTNERS · Legal name Seaside Equity Partners, LLC
Seaside Equity Partners is an SEC-registered investment advisory firm in San Diego, CA, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Seaside Equity Partners compensated?
On its Form ADV (Item 5.E, October 2026), Seaside Equity Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does Seaside Equity Partners' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Seaside Equity Partners located?
Seaside Equity Partners' principal office is in San Diego, CA, according to its Form ADV.
Is Seaside Equity Partners registered with the SEC or a state?
Seaside Equity Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 307171.
How much does Seaside Equity Partners manage?
Seaside Equity Partners reports $1,367,116,915 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (98% discretionary).
How have Seaside Equity Partners' assets and staff changed since 2021?
In the Form ADV data for Seaside Equity Partners: Regulatory assets under management: $160,000,000 in the October 2022 data and $1,367,116,915 in the October 2026 data, up 754%. Total employees: 7 in October 2022 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Seaside Equity Partners serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).
Does Seaside Equity 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/307171
Does Seaside Equity Partners state an account minimum?
Its Form ADV Part 2A brochure dated March 27, 2026 says: "The minimum initial investment is generally $5,000,000, subject to waiver at the discretion of Seaside Equity."
What changed in Seaside Equity Partners' recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 13 to 17. Regulatory assets under management went from $605,716,799 to $1,367,116,915 (+126%).
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
- Performance-based fees
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 2AAsset-based fee: 2% of assets a year
The brochure's wording
With respect to the Funds, Seaside Equity typically receives a quarterly asset-based management fee (the “Management Fee”) calculated as a percentage of each Investor’s capital account, payable quarterly in advance. The management fee is generally 2%.
Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum initial investment is generally $5,000,000, subject to waiver at the discretion of Seaside Equity.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 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$1,367,116,915 as of October 2026, filing dated March 27, 2026.
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.DA 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- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Seaside Equity Partners, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 19. Performing investment advisory functions: 17.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,367,116,915 | 19 | March 27, 2026 |
| October 2025 | $605,716,799 | 14 | March 28, 2025 |
| October 2024 | $651,682,063 | 13 | March 28, 2024 |
| October 2023 | $517,720,730 | 10 | July 21, 2023 |
| October 2022 | $160,000,000 | 7 | July 8, 2022 |
| October 2021 | Not reported | Not reported | March 16, 2021 |
Regulatory assets under management: $160,000,000 in the October 2022 data and $1,367,116,915 in the October 2026 data, up 754%.
Total employees: 7 in October 2022 and 19 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 13 to 17.
- Regulatory assets under management went from $605,716,799 to $1,367,116,915 (+126%).
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.ISource: 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. Seaside Equity Partners (CRD 307171): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/seaside-equity-partners-san-diego-ca-307171