Single Family OfficeRIA · CRD 298012SEC-Registered

Updated:

Seawise Financial

Seawise Financial, Inc. is an SEC-registered investment adviser in Cardiff by the Sea, CA. The firm manages approximately $75 million in regulatory assets.

Seawise Financial

Seawise Financial, Inc. is an SEC-registered investment adviser in Cardiff by the Sea, CA. The firm manages approximately $75 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Location

City

Cardiff by the Sea

Frequently asked questions

Who runs investment decisions at Seawise Financial?

No named principal, CEO, CIO, or managing partner has been publicly identified for Seawise Financial. The firm's leadership structure is not disclosed in any public record or publication (per public record).

Is Seawise Financial structured as a single family office or a multi-family office?

Seawise Financial, Inc. is classified as a single-family office based on its corporate filing name, which lacks any indication of multi-family service. However, its exact structure has not been publicly confirmed (per public record).

Does Seawise Financial participate in fund commitments or direct deals?

Seawise Financial has no known fund commitments, direct investments, or co-investments reported in any public source. The firm's investment activities, if any, are entirely opaque (per public record).

What investment stages does Seawise Financial typically target?

Seawise Financial has not disclosed any target investment stages, from venture capital to growth equity to buyout. No mandate or focus area has been identified in public filings or publications (per public record).

Which sectors does Seawise Financial explicitly avoid?

No sector exclusions have been disclosed by Seawise Financial. The firm's investment universe is unknown (per public record).

Where does the underlying wealth come from?

The origin of wealth that Seawise Financial manages has not been disclosed. The firm's name offers no hint of its benefactor's industry or fortune source (per public record).

Profile maintained by 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 family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Cardiff by the Sea Single Family Office profiles