Seaside Equity Partners
Answer a few questions and
get matched with an advisor.
Learn more about Seaside Equity Partners
Overview
Seaside Equity Partners is a financial advisory company headquartered in San Diego, California. The firm handles $485.0 million in assets over four customer accounts, making it one of the bigger investment advisory firms in the country by assets under management (AUM). It has a small group, including 8 financial advisors. Seaside Equity Partners does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as bonds, options and equities.
Seaside Equity Partners manages all of its accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make buy and sell decisions for the client's account without requiring the client's permission. The company's typical account size is $121.3 million. The average advisor at Seaside Equity Partners manages fewer than one client account, making it one of the most individualized advisor firms in the country.
Seaside Equity Partners's central office is at 11455 El Camino Real, San Diego, California 92130.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Seaside Equity Partners by the Numbers
$485.0 million
8
4
$121.2 million
Fee Structure
Fees charged by financial advisors typically vary depending on the type of financial services provided. Fee types charged by Seaside Equity Partners can include any combination of the following fee types: asset-based or other. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company works with pooled investment vehicles. Out of its four accounts, Seaside Equity Partners's largest client type is pooled investment vehicles. None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Seaside Equity Partners does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.