SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Seer Capital Management LP
New York, NY
CRD 152164
Firm filing updated March 27, 2026 ·
- $1.1BAssets
- 11Advisory staff
- 64Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals31
- Pooled vehicles19
- Individuals6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 6 | $89,734 |
| High net worth individuals | 31 | $3.5 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 19 | $463.3 million |
| Other investment advisors | Fewer than 5 clients | $589.9 million |
| Other: "FAMILY OFFICE VEHICLES" | 7 | $717,864 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$1.1 billion
- Accounts64
- Discretionary$467.5 million · 63 accounts
- Non-discretionary$589.9 million · 1 accounts
People
- Employees23
- Advisory staff11
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 152164, SEC file 801-70835.
- Registered with the SEC as an investment advisor (status date on record: November 30, 2009).
Is Seer Capital Management LP a fiduciary?
Short answer: Seer Capital Management LP is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.