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SEABIRD INVESTMENT PARTNERS

SAN DIEGO, CA · CRD 284125 · IAPD ↗ · seabirdfin.com · 858-457-7707

$419.1MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — SEABIRD INVESTMENT PARTNERS reported RAUM up 28% ($275.8M -> $354.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.