Shiv
Amin

Seabird Investment Partners

CRD#7661031
Investment Advisor
in San Diego, CA

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About this Advisor

Shiv Amin is a financial advisor based in San Diego, California, working with Seabird Investment Partners. Shiv has previously held positions at Seabird Investment Partners, Warburg Pincus, Scs Financial, Brown Brothers Harriman, and Northeastern University & Various. Shiv has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Shiv is part of Seabird Investment Partners, which operates out of San Diego, California. The firm has 6 employees and manages assets totaling $275.8 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses. The fee structure at Seabird Investment Partners includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

9191 Towne Centre Dr. Ste. 575
San Diego, CA 92122

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Seabird Investment Partners Brokerage Details

Total Assets Under Management

$275,839,529

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

225

CA Average: 3,727
Average Account Size

$1,225,953

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Shiv Amin Work History

2022 - Present (2 years)

Seabird Investment Partners

2020 - 2021 (1 year)

Warburg Pincus

2019 - 2019 (< 1 year)

Scs Financial

2018 - 2018 (< 1 year)

Brown Brothers Harriman

2004 - 2022 (18 years)

Northeastern University & Various

Disclosures

Please visit the SEC profile of Shiv Amin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Seabird Investment Partners

Marcus O'Leary
San Diego, CA
Stefan Haberer
San Diego, CA
Joseph Di Scala
San Diego, CA
Arch Peregoff
San Diego, CA
Shiv Amin
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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