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SEAPORT FINANCIAL PLANNING, LLC
Seaport Financial Planning, LLC is an SEC-registered investment adviser in Rye, New Hampshire. The firm manages approximately $55 million in regulatory assets.
SEAPORT FINANCIAL PLANNING, LLC
Seaport Financial Planning, LLC is an SEC-registered investment adviser in Rye, New Hampshire. The firm manages approximately $55 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs SEAPORT FINANCIAL PLANNING, LLC?
SEAPORT FINANCIAL PLANNING, LLC does not publicly disclose its principals or investment committee. The firm is registered as an RIA with the SEC, but no named operators appear in public filings or industry coverage. This opacity is consistent with smaller family-office structures that prioritize privacy (per public record).
What asset classes does SEAPORT FINANCIAL PLANNING, LLC invest in?
The firm's public filings do not specify an asset-class mix. As a financial planning RIA, its focus likely includes traditional public equities, fixed income, and low-cost passive strategies, but no private-market allocation or direct deals are documented. No specific funds or vehicles are known.
Does SEAPORT FINANCIAL PLANNING, LLC participate in direct investments or co-investments?
No public evidence supports direct deals or co-investments by the firm. Its regulatory categorization as a financial planning RIA suggests a role as an adviser rather than an allocator into proprietary opportunities. No co-investment partners or deals are recorded.
How is SEAPORT FINANCIAL PLANNING, LLC structured?
The firm is structured as a Limited Liability Company (LLC) registered as a federal investment adviser. It appears to operate as a single office entity with no known separate vehicles, foundations, or operating companies. Its corporate structure is standard for a small RIA serving multiple families.
Where does the wealth managed by SEAPORT FINANCIAL PLANNING, LLC come from?
The source of the underlying wealth managed or advised by the firm is not publicly disclosed. No family branch or individual founder is named in connection with the entity. The firm's name suggests a focus on financial planning rather than concentrated family fortune management.
What is SEAPORT FINANCIAL PLANNING, LLC's stance toward venture capital or private equity?
The firm has no known exposure to venture capital or private equity based on public records. Its advisory focus appears centered on comprehensive financial planning, which typically excludes illiquid private market allocations. No venture or PE partnerships are documented.
How does SEAPORT FINANCIAL PLANNING, LLC source investment opportunities?
The firm does not publicly describe a sourcing model for proprietary investments. As a financial planning RIA, it likely generates advice through traditional asset allocation models and third-party managers, not direct sourcing. No internal sourcing team or proprietary network is known.
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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