Asset manager · Coral Gables, FL
Seaview Investment Managers LLC
SEC-registered investment adviser · CRD 300155 · SEC 801-114975
At a glance
Seaview Investment Managers LLC is an SEC-registered investment adviser based in Coral Gables, Florida, with $1.4 billion in regulatory assets under management as of its Form ADV filed May 6, 2026. Its largest client group by assets is other investment advisers, and it reports 74 individual clients. By Form ADV it is a asset manager, ranked 1,214th of 3,218 asset managers and 4,510th of 17,210 SEC-registered advisers by assets.
Main office 305-330-2332seaviewinvestmentmanagers.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among asset managers
- #1,214 of 3,218
- Rank among all SEC RIAs
- #4,510 of 17,210
- Rank in Florida
- #218 of 1,090
- Individual clients
- 74
- High-net-worth clients
- 8
- Accounts
- 1,597
- Discretionary
- 91% of AUM
- Employees
- 13
- Advisory staff
- 9
- Offices
- 1
Owners and executives on its Form ADV
- Claudia M. BatlleManaging Member, Trustee & CIO
- Eduardo E. BelloManaging Director & Head of Business Development & Chief Compliance Officer
- Carlos E. Gadala-MariaOwner
Custody and brokerage
Broker-dealer
Hybrid RIA
Seaview Investment Managers LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Vectorglobal WMG, Inc..
- Vectorglobal WMG, Inc. ↗CRD 32396
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed March 2026) names Vectorglobal WMG as the broker-dealer its advisers are registered with.
iding investment advice on behalf of our firm may be registered representatives with VectorGlobal WMG, a securities broker-dealer and member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 2 | $1.3B | 95% |
| Corporations or other businesses | 5 | $40M | 3% |
| Individuals | 66 | $16M | 1% |
| High-net-worth individuals | 8 | $7M | <1% |
Disciplinary disclosures
Seaview Investment Managers LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗seaviewinvestmentmanagers.com ↗
AtlasMembers
The full record on Seaview Investment Managers LLC
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, 6 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 959 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 Seaview Investment Managers LLC manage?
Seaview Investment Managers LLC reports $1.4 billion in regulatory assets under management across 1,597 accounts, 91% of it on a discretionary basis, on its Form ADV filed May 6, 2026.
What kind of firm is Seaview Investment Managers LLC?
Seaview Investment Managers LLC 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 Seaview Investment Managers LLC’s clients?
By assets, its largest client types are other investment advisers ($1.3 billion, 2 clients); corporations or other businesses ($40 million, 5 clients); individuals ($16 million, 66 clients).
Does Seaview Investment Managers LLC have any disciplinary history?
Seaview Investment Managers LLC 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 Seaview Investment Managers LLC’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 (2026-05-06), 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 →