The SEACREST INV GROUP is a privately held investment adviser that advises $1.64Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SEACREST INV GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 21.74% over the last 5-years.
The Group has been registered with the SEC for 18.23 years and is comprised of 2 filing and 0 relying advisers. They operate out of 16 office locations with their Headquarters at 3000 WESTCHESTER AVENUE SUITE 206, HARRISON TOWNSHIP, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 50 employees comprised of 39 investment and 11 non-investment staff. The total number of Employees decreased by 12.28% over the last 5-years.
Their $1.64Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 23 other accounts. Assets of High Net Worth Individuals clients own $1.22Bn or 74.09% of Total Assets and Individuals own $311.03mn or 18.91% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
SEACREST INV GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.