Sign in Sign up for free

Seavest Family Office LLC (White Plains)


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.

Seavest Family Office: assets under management

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 firm manages $128.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.73 million each.
Seavest Family Office has custody of $128.75 million in cash and securities for 12 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

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.

Based in White Plains

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.


Registered investment advisers similar to Seavest Family Office LLC