Seavest Family Office LLC is a large advisory firm based in White Plains. It manages $128.75 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Seavest Family Office 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.
The assets under management (AUM) of Seavest Family Office LLC is $128.75 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Seavest Family Office LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Seavest Family Office LLC performs its advisory services is located at 707 Westchester Ave, White Plains, NY 10604, 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 914-683-8474 or by fax 914-681-5182. The normal business hours are 9.00 am to 6.00pm on Monday - Friday.