{
  "crd_number": 106894,
  "slug": "seidman-investment-portfolios-vineyard-haven-ma-106894",
  "primary_business_name": "SEIDMAN INVESTMENT PORTFOLIOS",
  "legal_name": "SEIDMAN DANIEL JAY",
  "dbas": [],
  "city": "Vineyard Haven",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "47240",
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-05-29",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 69720366.0,
  "raum_discretionary": 69720366.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 8962791.0,
      "count": 2,
      "description": "FOUNDATIONS",
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 11587348.0,
      "count": 36
    },
    "high_net_worth_individuals": {
      "raum": 49170227.0,
      "count": 24
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "MA"
  ],
  "websites": [
    "https://seidmansays.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106894",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "VINEYARD HAVEN",
  "url": "https://advisorcensus.com/firm/seidman-investment-portfolios-vineyard-haven-ma-106894",
  "display_name": "Seidman Investment Portfolios",
  "summary": "Seidman Investment Portfolios is a state-registered investment advisory firm in Vineyard Haven, MA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.",
  "citation": "AdvisorCensus. Seidman Investment Portfolios (CRD 106894): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Seidman Investment Portfolios compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Seidman Investment Portfolios reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Seidman Investment Portfolios located?",
      "a": "Seidman Investment Portfolios' principal office is in Vineyard Haven, MA, according to its Form ADV."
    },
    {
      "q": "Is Seidman Investment Portfolios registered with the SEC or a state?",
      "a": "Seidman Investment Portfolios is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 106894."
    },
    {
      "q": "How much does Seidman Investment Portfolios manage?",
      "a": "Seidman Investment Portfolios reports $69,720,366 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Seidman Investment Portfolios serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (24); other (2)."
    },
    {
      "q": "Does Seidman Investment Portfolios report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/106894"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/seidman-investment-portfolios-vineyard-haven-ma-106894.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 36,
      "fewer_than_5": false,
      "raum": 11587348.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 24,
      "fewer_than_5": false,
      "raum": 49170227.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": true,
      "raum": 8962791.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/106894",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}