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SEAVIEW INVESTMENT MANAGERS LLC

CORAL GABLES, FL · CRD 300155 · IAPD ↗ · 305-330-2332

$1.37BRegulatory AUM
9Advisory reps
13Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — SEAVIEW INVESTMENT MANAGERS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2026 — SEAVIEW INVESTMENT MANAGERS LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
April 2025 — SEAVIEW INVESTMENT MANAGERS LLC reported RAUM up 26% ($1.14B -> $1.43B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2024 — SEAVIEW INVESTMENT MANAGERS LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
April 2024 — SEAVIEW INVESTMENT MANAGERS LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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