Seagate Global Advisor LLC is a large advisory firm based in Redondo Beach. It manages $59 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Seagate Global Advisor 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.
The assets under management (AUM) of Seagate Global Advisor LLC is $59 million. The firm's AUM has gone down by -82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Seagate Global Advisor LLC 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.
The principal office where Seagate Global Advisor LLC performs its advisory services is located at 119 West Torrance Boulevard, Redondo Beach, CA 90277, 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 310-937-0030 or by fax 310-937-6280. The normal business hours are 5:30am-5pm on Monday - Friday. You can find more information about the New York firm at www.seagateglobal.com.