# Seaview Investment Managers LLC

> Seaview Investment Managers LLC is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 6, 2026.

- CRD: 300155
- Filed as: SEAVIEW INVESTMENT MANAGERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300155
- AdvisorCensus page: https://advisorcensus.com/firm/seaview-investment-managers-llc-coral-gables-fl-300155

## Quick answers

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

**How much does Seaview Investment Managers LLC charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Flat fee: $2,000 to $5,000 (financial planning services); Hourly rate: $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Seaview Investment Managers LLC located?**
Seaview Investment Managers LLC's principal office is in Coral Gables, FL, according to its Form ADV.

**Is Seaview Investment Managers LLC registered with the SEC or a state?**
Seaview Investment Managers LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300155.

**How much does Seaview Investment Managers LLC manage?**
Seaview Investment Managers LLC reports $1,369,637,924 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (91% discretionary).

**How have Seaview Investment Managers LLC's assets and staff changed since 2021?**
In the Form ADV data for Seaview Investment Managers LLC: Regulatory assets under management: $748,722,795 in the October 2021 data and $1,369,637,924 in the October 2026 data, up 83%. Total employees: 6 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Seaview Investment Managers LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66); high net worth individuals (8); corporations or other businesses not listed above (5).

**Which custodians does Seaview Investment Managers LLC use?**
Seaview Investment Managers LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Seaview Investment Managers 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/300155

**Does Seaview Investment Managers LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Seaview Investment Managers LLC's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## 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 18, 2026)

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

> In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

- Flat fee: $2,000 to $5,000 (financial planning services)

> We charge a fixed fee for financial planning services, which generally ranges from $2000 - $5000.

- Hourly rate: $250 an hour (financial planning services)

> We charge an hourly fee of $250 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing 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: $1,369,637,924
- Discretionary: $1,240,018,499
- Non-discretionary: $129,619,425

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $15,874,445 |
| High net worth individuals | 8 | $6,713,457 |
| Other investment advisers | 2 | $1,307,118,002 |
| Corporations or other businesses not listed above | 5 | $39,932,020 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 13 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [seaviewinvestmentmanagers.com](https://seaviewinvestmentmanagers.com)
- LinkedIn @seaview-investment-managers

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $748,722,795 | 6 | July 30, 2021 |
| October 2022 | $991,942,467 | 6 | March 16, 2022 |
| October 2023 | $1,068,799,178 | 7 | April 25, 2023 |
| October 2024 | $1,135,188,909 | 11 | March 18, 2024 |
| October 2025 | $1,433,422,691 | 15 | March 28, 2025 |
| October 2026 | $1,369,637,924 | 13 | May 6, 2026 |

Regulatory assets under management: $748,722,795 in the October 2021 data and $1,369,637,924 in the October 2026 data, up 83%.
Total employees: 6 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 7 to 9.
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seaview Investment Managers LLC (CRD 300155): Form ADV filing data as of October 2026.