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 operating out of San Diego, California with a total of 1 year of relevant experience. Amin currently works for Seabird Investment Partners. During their career, the advisor has held roles at Seabird Investment Partners, Warburg Pincus, Scs Financial, Brown Brothers Harriman and Northeastern University & Various. Amin holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in California. Seabird Investment Partners is a business that has its headquarters in San Diego, CA. It controls $273 million in assets across its 254 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 254 accounts, 52% are held by high-net-worth investors who have more than $1 million in assets. Seabird Investment Partners offers portfolio management for individuals and small businesses. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees charged by Seabird Investment Partners can include asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

$272,754,684

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

5

CA Average: 43
Total Number of Accounts

254

CA Average: 3,727
Average Account Size

$1,073,837

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Shiv Amin Work History

Shiv has been registered as a financial advisor for 1 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

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 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.

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