Seabird Financial Corporation
● SEC registered since 2016CRD 284125SEC# 801-107954San Diego, CA
Reg. AUM
$419.1M
Employees
6
Accounts
295
Location
San Diego, CA
Seabird Financial Corporation assets under management
Seabird Financial Corporation is an investment advisory firm registered with the SEC based in San Diego, CA. The firm has been registered since 2016. It reports $419.1 million in regulatory assets under management and employs 6 people.
Seabird Financial Corporation owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arch Laurence Peregoff Control | Founder/Chief Compliance Officer | 50-75% | 2016 |
| Joseph Nicholas Di Scala Control | Managing Partner | 25-50% | 2022 |
| Stefan Michael Haberer | Owner | 10-25% | 2025 |
Frequently asked questions
How much does Seabird Financial Corporation manage?
Seabird Financial Corporation reports $419.1 million in regulatory assets under management on its Form ADV.
How many employees does Seabird Financial Corporation have?
Seabird Financial Corporation reports 6 employees.
Where is Seabird Financial Corporation located?
Seabird Financial Corporation is based in San Diego, CA and has been SEC-registered since 2016.
Does Seabird Financial Corporation disclose fund performance?
Seabird Financial Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9191 Towne Centre Drive, Suite 575, San Diego, CA 92122 |
| Phone | 858-457-7707 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$419.1M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$419.1Mregulatory AUM
Discretionary $419.1M