{ "crd_number": 156909, "slug": "seidler-equity-partners-marina-del-rey-ca-156909", "primary_business_name": "SEIDLER EQUITY PARTNERS", "legal_name": "SEIDLER KUTSENDA MANAGEMENT COMPANY, LLC", "dbas": [], "city": "Marina del Rey", "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": "2012-02-21", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-07-07", "carried_forward": false, "raum_total": 5941442507.0, "raum_discretionary": 5941442507.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 41, "advisory_employees": 25, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 5941442507.0, "count": 32 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA" ], "websites": [ "https://linkedin.com/company/seidler-equity-partners", "https://sepfunds.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156909", "city_as_filed": "MARINA DEL REY", "url": "https://advisorcensus.com/firm/seidler-equity-partners-marina-del-rey-ca-156909", "display_name": "Seidler Equity Partners", "summary": "Seidler Equity Partners is an SEC-registered investment advisory firm in Marina del Rey, CA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 7, 2026.", "citation": "AdvisorCensus. Seidler Equity Partners (CRD 156909): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Seidler Equity Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Seidler Equity Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "How much does Seidler Equity Partners charge?", "a": "Its Form ADV Part 2A brochure dated July 7, 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." }, { "q": "Where is Seidler Equity Partners located?", "a": "Seidler Equity Partners' principal office is in Marina del Rey, CA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Seidler Equity Partners registered with the SEC or a state?", "a": "Seidler Equity Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156909." }, { "q": "How much does Seidler Equity Partners manage?", "a": "Seidler Equity Partners reports $5,941,442,507 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary)." }, { "q": "How have Seidler Equity Partners' assets and staff changed since 2021?", "a": "In the Form ADV data for Seidler Equity Partners: Regulatory assets under management: $2,900,000,000 in the October 2021 data and $5,941,442,507 in the October 2026 data, up 105%. Total employees: 29 in October 2021 and 41 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Seidler Equity Partners serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (32)." }, { "q": "Does Seidler Equity Partners 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/156909" }, { "q": "What changed in Seidler Equity Partners' recent Form ADV filings?", "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 2900000000.0, "total_employees": 29, "filing_date": "2021-03-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": 3400000000.0, "total_employees": 35, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3600000000.0, "total_employees": 36, "filing_date": "2023-03-29" }, { "period": "2024-10-01", "regulatory_assets_under_management": 5100000000.0, "total_employees": 41, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 5900000000.0, "total_employees": 43, "filing_date": "2025-04-03" }, { "period": "2026-10-01", "regulatory_assets_under_management": 5941442507.0, "total_employees": 41, "filing_date": "2026-07-07" } ], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 28 to 25.", "Regulatory assets under management went from $5,400,000,000 to $5,941,442,507 (+10%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated July 7, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": "2% of assets a year", "stated_range": null, "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 2% of assets a year" ], "quotes": [ "Each Fund’s Manager receives a management fee, typically at the rate of 2.0% of committed capital (“Management Fee”), for services provided to that Fund" ] } ], "values": { "tiers": [ { "min": null, "max": null, "rate_pct": 2.0 } ], "range_pct": null, "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "Each Fund’s Manager receives a management fee, typically at the rate of 2.0% of committed capital (“Management Fee”), for services provided to that Fund" ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/seidler-equity-partners-marina-del-rey-ca-156909.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 32, "fewer_than_5": false, "raum": 5941442507.0 } ], "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/156909", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }