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Seek First Inc.

● SEC registered since 2023CRD 312546SEC# 801-128770Campbell, CA
Export (members)
Reg. AUM
$202.7M
Employees
7
Accounts
464
Location
Campbell, CA

Seek First Inc. assets under management

Seek First Inc. operates as an SEC-registered investment adviser based in Campbell, CA. The firm has been registered since 2023. It reports $202.7 million in regulatory assets under management and employs 7 people.
www.seekfirstinc.comView on SEC.gov ↗

Seek First Inc. owners & executives

1 reported
NameTitleOwnershipSince
Scott Jason Pearring ControlPresident, Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Seek First Inc. manage?

Seek First Inc. reports $202.7 million in regulatory assets under management on its Form ADV.

How many employees does Seek First Inc. have?

Seek First Inc. reports 7 employees.

Where is Seek First Inc. located?

Seek First Inc. is based in Campbell, CA and has been SEC-registered since 2023.

Does Seek First Inc. disclose fund performance?

Seek First Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1999 South Bascom Ave, Suite 700, Campbell, CA 95008
Phone866-398-4044
Office hours8:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$202.7M
Non-discretionary$0
Total (RAUM)$202.7M