Seastone Capital Management, L.P. (New York)

Seastone Capital Management, L.P. is a large advisory firm based in New York. It manages $511.99 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Seastone Capital Management provides 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.

Seastone Capital Management: assets under management

The assets under management (AUM) of Seastone Capital Management, L.P. is $511.99 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $511.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $128 million each.

Seastone Capital Management has custody of $448.04 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seastone Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. 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.

Careers at Seastone Capital Management, L.P.

L.L.C. Seastone Associates joined the executive team most recently as the Managing Member Seastone Advisors, L.L.C..

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenney Young Oh	Chief executive officer	1 Apr 2012	Other	2521354
L.L.C. Seastone Capital Management Gp	General partner	1 Apr 2012	Other	45-4776931
L.L.C. Seastone Capital Management Gp	General partner	1 Jun 2012	Other	45-4776931
Anthony (Nmn) Chaves	Chief financial officer and chief compliance officer	1 Jun 2012	Other	2201925
L.P. Reservoir Strategic Partners Fund	Limited partner	1 Jun 2012	Other	27-3033057
Oh Family 2012 Trust	Non-managing member - seastone advisors, l.l.c.	1 Jun 2012	Other	45-6973896
Cecilia Artacho Oh	Trustee - oh family 2012 trust	1 Jun 2012	Other	6079077
Richard Warren Smith	Trustee - oh family 2012 trust	1 Jun 2012	Other	6079082
L.P. Reservoir Strategic Partners	Limited partner	1 Jun 2012	Other	27-3033057
L.L.C. Seastone Management Associates	Limited partner	1 Dec 2012	50% - 75%	46-2385056
L.L.C. Seastone Associates	Managing member seastone advisors, l.l.c.	1 Jan 2013	75% - 100%	46-4970060

Indirect Owners

The SEC currently registers 9 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Hennelly Stern	Senior managing member	1 Feb 1997	25% - 50%	2482544
Craig Allen Huff	Senior managing member	1 Feb 1997	25% - 50%	5075877
Llc Rcgm	Managing member	1 Oct 1997	Other	13-3978510
L.L.C. Reservoir Capital Group	General partner	1 Jul 2010	Other	13-3978514
Llc Reservoir Strategic Partners Fund Gp	General partner	1 Jul 2010	Other	27-3032985
L.L.C. Reservoir Capital Group	Manager	1 Apr 2012	25% - 50%	13-3978514
Kenney Young Oh	Managing member	1 Jun 2012	75% - 100%	2521354
Kenney Young Oh	Owner	1 Dec 2012	75% - 100%	2521354
Kenney Young Oh	Owner	1 Jan 2013	75% - 100%	2521354

Based in New York

The principal office where Seastone Capital Management, L.P. performs its advisory services is located at 767 Fifth Ave, 16 Th Floor, New York, NY 10153, 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 212-310-1200 or by fax 212-310-1290. The normal business hours are 8am-6pm on Monday - Friday.