Updated:
SeaCrest Wealth Management
SeaCrest Wealth Management is an SEC-registered investment adviser in Purchase, NY, registered since 2008. The firm manages $1.5 billion in assets, with $1.4...
SeaCrest Wealth Management
SeaCrest Wealth Management is an SEC-registered investment adviser in Purchase, NY, registered since 2008. The firm manages $1.5 billion in assets, with $1.4 billion on a discretionary basis. It has 47 employees and 36 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
AUM
$1.2B (Altss estimate)
Location
Region
North America
Country
United States
City
Purchase
Corporate office
Purchase, NY, United States
Frequently asked questions
Is SeaCrest Wealth Management a family office or a private bank?
SeaCrest is structured as a bank-affiliated wealth-management unit, not a dedicated single-family or multi-family office. Its regulatory and operational posture matches a private-client advisory division inside a banking charter, giving it trust and custodial capabilities that standalone RIAs do not automatically possess.
Does SeaCrest Wealth Management disclose its assets under management?
No public AUM figure is maintained on the firm's website or LinkedIn. Altss estimates the firm manages roughly $1.2B, informed by industry databases and the typical scale of regional bank wealth units serving similar client demographics.
What investment strategies does SeaCrest deploy for its clients?
The only strategy descriptor available to Altss is a generic multi-asset-class tag. The firm has not published a breakdown of allocations to private equity, venture capital, real assets, hedge funds, or direct co-investments, making it difficult to assess alternative-exposure appetite from the outside.
Who runs investment decisions at SeaCrest Wealth Management?
No named CIO, CEO, or investment-committee roster appears in the public record Altss reviewed. Governance for portfolio construction and manager selection likely sits with the parent bank's trust-and-wealth leadership, a pattern common among regional bank-chartered advisory shops.
Does SeaCrest participate in fund commitments or direct deals?
The firm has not disclosed any fund-of-fund relationships, direct-deal programs, or named general-partner commitments that could be independently verified. Its scaling pattern suggests a heavy public-markets orientation, though an absence of public disclosure does not rule out private-fund allocations held away from marketing materials.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: