Seer Capital Management Lp
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Overview
Seer Capital Management Lp is an advisory firm based in New York, New York. Seer Capital Management Lp has $912.6 million in total assets throughout 64 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). The company has a small group, including 13 financial advisors. Seer Capital Management Lp does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as options, stocks and bonds.
Seer Capital Management Lp administers 19 of the firm's client assets in a discretionary manner. Discretionary management signifies that buy and sell decisions for the client's account are made by an investment advisor without requiring client consent. The company also administers 45 non-discretionary accounts with a total of $269.0 million in assets under management. The firm administers roughly $14.3 million for each customer account. The typical financial advisor at Seer Capital Management Lp oversees around five client accounts, making it one of the most individualized firms in the country.
The company's main office is located at 1177 Sixth Avenue, New York, New York 10036-2714. Seer Capital Management Lp is permitted to provide services to investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Seer Capital Management Lp by the Numbers
$912.6 million
26
64
$14.3 million
Fee Structure
Financial advisory fees typically are based on which service is offered. However, fees charged by the firm most likely are comprised of any blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to high net worth investors, pooled investment vehicles, other investment advisers and corporations. Out of its 64 accounts, Seer Capital Management Lp's largest client type is high net worth investors, but it also caters to 38 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 22% of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 65.52%
- Other Individuals - 0%
- Corporations - 34.48%
- 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.
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Disclosures
Seer Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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