# Seaside Equity Partners

> 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.

- CRD: 307171
- Filed as: SEASIDE EQUITY PARTNERS
- Legal name: Seaside Equity Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307171
- AdvisorCensus page: https://advisorcensus.com/firm/seaside-equity-partners-san-diego-ca-307171

## Quick answers

**How 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.

**How much does Seaside Equity Partners charge?**
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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 2% of assets a year

> 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 minimum initial investment is generally $5,000,000, subject to waiver at the discretion of Seaside Equity.

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

### Regulatory assets under management (Item 5.F)
- Total: $1,367,116,915
- Discretionary: $1,343,093,247
- Non-discretionary: $24,023,668

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $1,367,116,915 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 19 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- seasideequity.com
- LinkedIn @seaside-equity-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 16, 2021 |
| October 2022 | $160,000,000 | 7 | July 8, 2022 |
| October 2023 | $517,720,730 | 10 | July 21, 2023 |
| October 2024 | $651,682,063 | 13 | March 28, 2024 |
| October 2025 | $605,716,799 | 14 | March 28, 2025 |
| October 2026 | $1,367,116,915 | 19 | March 27, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seaside Equity Partners (CRD 307171): Form ADV filing data as of October 2026.