Seamark Asset Management Ltd. is an adviser based in Halifax. It manages $1.01 billion of regulatory assets for 63 client accounts. It has been registered with the SEC as an adviser since 2004.
Seamark Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and canadian institutions including mutual funds and canadian wrap fee programs as portfolio manager (not sponsor). It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Seamark Asset Management Ltd. is $1.01 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Seamark Asset Management Ltd. 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.
Richard Bonar Coles has been acting as President since 1 Jan 1996. Angela Suzzanne Eaton has served as the Chief Investment Officer since 1 Feb 2008. David Ron Levi joined the executive team most recently as the Director & Chief Executive Officer.
The principal office where Seamark Asset Management Ltd. performs its advisory services is located at 310 1801 Hollis Street, Halifax, B3 J 3 N4, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 902-423-9367 or by fax 902-423-1518. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.seamark.ca.