Asset manager · SAN Diego, CA
Seabird Investment Partners
Seabird Financial Corporation · SEC-registered investment adviser · CRD 284125 · SEC 801-107954
At a glance
Seabird Investment Partners is an SEC-registered investment adviser based in SAN Diego, California, with $419 million in regulatory assets under management as of its Form ADV filed April 20, 2026. Its largest client group by assets is other investment advisers, and it reports 44 individual clients. By Form ADV it is a asset manager, ranked 1,771st of 3,218 asset managers and 8,578th of 17,210 SEC-registered advisers by assets.
Main office 858-457-7707seabirdfin.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $419M
- Rank among asset managers
- #1,771 of 3,218
- Rank among all SEC RIAs
- #8,578 of 17,210
- Rank in California
- #994 of 1,873
- Individual clients
- 44
- High-net-worth clients
- 26
- Accounts
- 295
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Arch L. PeregoffFounder/chief Compliance Officer
- Joseph N. Di ScalaManaging Partner
- Stefan M. HabererOwner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 4 | $297M | 71% |
| High-net-worth individuals | 26 | $74M | 18% |
| Corporations or other businesses | 8 | $23M | 5% |
| Individuals | 18 | $16M | 4% |
| State or municipal government entities | 1 | $9M | 2% |
Disciplinary disclosures
Seabird Investment Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗seabirdfin.com ↗
AtlasMembers
The full record on Seabird Investment Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 982 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Seabird Investment Partners manage?
Seabird Investment Partners reports $419 million in regulatory assets under management across 295 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 20, 2026.
What kind of firm is Seabird Investment Partners?
Seabird Investment Partners is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Seabird Investment Partners’s clients?
By assets, its largest client types are other investment advisers ($297 million, 4 clients); high-net-worth individuals ($74 million, 26 clients); corporations or other businesses ($23 million, 8 clients).
Does Seabird Investment Partners have any disciplinary history?
Seabird Investment Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Seabird Investment Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →