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SEEDS

NEW YORK, NY · CRD 308909 · IAPD ↗ · (212) 287-7370

$1.00BRegulatory AUM
5Advisory reps
25Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2026 — SEEDS notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2026 — SEEDS notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — SEEDS crossed $1B in regulatory AUM ($485.6M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
58
July 2025 — SEEDS INVESTOR LLC is now doing business as SEEDS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
71
April 2025 — SEEDS INVESTOR LLC grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2025 — SEEDS INVESTOR LLC reported RAUM up 194% ($165.5M -> $485.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
34
April 2024 — SEEDS INVESTOR LLC notice-filed in CA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — SEEDS INVESTOR LLC reported RAUM up 131% ($71.7M -> $165.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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