Seaward Management Business Trust (Boston)

Name: Seaward Management Business Trust
Address: 265 Franklin St, Boston, MA, 02110 3199
Telephone: 617-224-1900

Seaward Management Business Trust is a large advisory firm based in Boston. It manages $1.67 billion of regulatory assets for 870 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Seaward Management Business Trust provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Seaward Management Business Trust: assets under management

The assets under management (AUM) of Seaward Management Business Trust is $1.67 billion. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.61 billion in discretionary accounts and $58.78 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.88 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.52 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seaward Management Business Trust for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Seaward Management Business Trust

Gary Douglass Walters has been acting as President since 1 Aug 1994. Jeffrey J St. Mary joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Thorp Barrow	President, director, managing director & stockholder	1 Feb 1988	25% - 50%	13635
Roger Dean Scoville	Treasurer, director, managing director & stockholder	1 Apr 1988	25% - 50%	2686812
Gary Douglass Walters	Director	1 Aug 1994	Other	1027669
Miner A. Crary	Director, managing director & stockholder	1 Sep 1995	Other	4340422
Jr. J. Louis Newell	Managing director	1 Apr 1998	Other	4340459
John Gerard Bratschi	Managing director	1 Sep 2000	Other	1966087
Thomas Woodhouse	Managing director	1 Apr 2001	Other	2600569
Denise M. Sample	Vice president, managing director & stockholder	1 Jan 2002	Other	4340468
Frederick Strong Moseley	Stockholder	1 Dec 2002	Other	341201
Norman Colman Nicholson	Stockholder	1 Dec 2002	Other	4340441
Thomas E Reilly	Director, managing director & stockholder	1 Dec 2002	Other	3091437
John J Cook	Director, managing director & stockholder	1 Dec 2002	Other	2218304
Gary Richard Mikula	Managing director	1 Dec 2002	Other	1582849
Robert Agnew Oneil	Managing director	1 Dec 2002	Other	1626421
Christopher Thorp Barrow	President, director, managing director, chief compliance officer & stockholder	1 Feb 2003	25% - 50%	13635
Miner A. Crary	Secretary, director, managing director & stockholder	1 Feb 2003	Other	4340422
John Gerard Bratschi	Managing director & stockholder	1 Feb 2003	Other	1966087
Thomas Frederic Woodhouse	Managing director & stockholder	1 Feb 2003	Other	2600569
Gary Richard Mikula	Vice president, director, managing director & stockholder	1 Feb 2003	Other	1582849
Patricia Ann Melnick	Business mgr/compliance officer	1 Mar 2003	Other	4650379
Jeffrey Savage Berry	Managing director	1 Apr 2005	Other	4174228
Patricia Ann Melnick	Administrative director	1 Jun 2007	Other	4650379
Jeffrey J St. Mary	Managing director	1 Nov 2007	Other	5125730

Based in Boston

The principal office where Seaward Management Business Trust performs its advisory services is located at 265 Franklin St, Boston, MA 02110 3199, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-224-1900 or by fax 617-224-1910. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.seawardmgmt.com.