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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
Location
Region
North America
Country
United States
City
Purchase
Corporate office
Purchase, NY, United States
Frequently asked questions
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.
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.
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