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Seabird Financial Corporation

● SEC registered since 2016CRD 284125SEC# 801-107954San Diego, CA
Export (members)
Reg. AUM
$354.4M
Employees
6
Accounts
270
Location
San Diego, CA

Seabird Financial Corporation assets under management

Seabird Financial Corporation is an investment advisory firm registered with the SEC based in San Diego, CA. The firm has been registered since 2016. It reports $354.4 million in regulatory assets under management and employs 6 people.
seabirdfin.comView on SEC.gov ↗

Seabird Financial Corporation owners & executives

3 reported
NameTitleOwnershipSince
Arch Laurence Peregoff ControlFounder/Chief Compliance Officer50-75%2016
Joseph Nicholas Di Scala ControlManaging Partner25-50%2022
Stefan Michael HabererOwner10-25%2025

Frequently asked questions

How much does Seabird Financial Corporation manage?

Seabird Financial Corporation reports $354.4 million in regulatory assets under management on its Form ADV.

How many employees does Seabird Financial Corporation have?

Seabird Financial Corporation reports 6 employees.

Where is Seabird Financial Corporation located?

Seabird Financial Corporation is based in San Diego, CA and has been SEC-registered since 2016.

Does Seabird Financial Corporation disclose fund performance?

Seabird Financial Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9191 Towne Centre Drive, Suite 575, San Diego, CA 92122
Phone858-457-7707
Office hours8:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$354.4M
Non-discretionary$0
Total (RAUM)$354.4M