# Seidman Investment Portfolios

> 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.

- CRD: 106894
- Filed as: SEIDMAN INVESTMENT PORTFOLIOS
- Legal name: Seidman Daniel JAY
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Vineyard Haven, MA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/106894
- AdvisorCensus page: https://advisorcensus.com/firm/seidman-investment-portfolios-vineyard-haven-ma-106894

## Quick answers

**How is Seidman Investment Portfolios compensated?**
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.

**Where is Seidman Investment Portfolios located?**
Seidman Investment Portfolios' principal office is in Vineyard Haven, MA, according to its Form ADV.

**Is Seidman Investment Portfolios registered with the SEC or a state?**
Seidman Investment Portfolios is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 106894.

**How much does Seidman Investment Portfolios manage?**
Seidman Investment Portfolios reports $69,720,366 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Seidman Investment Portfolios serve?**
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).

**Does Seidman Investment Portfolios report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $69,720,366
- Discretionary: $69,720,366
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $11,587,348 |
| High net worth individuals | 24 | $49,170,227 |
| Other | 2 | $8,962,791 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/106894

### Websites listed on Form ADV (Item 1.I)
- [seidmansays.com](https://seidmansays.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seidman Investment Portfolios (CRD 106894): Form ADV filing data as of October 2026.