Stefan Michael Haberer
Investment adviser representative at Seabird Investment Partners
15 yearsExperience
2 statesRegistered in
$419.1MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Seabird Investment PartnersJul 2020 to now
- Seabird Financial CorporationJul 2020 to now
- Petrus Asset ManagementJun 2011 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Seabird Investment Partners
Legal name: Seabird Financial Corporation
$419.1MAssets managed
57Clients
5Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2804122
- Firm CRD
- 284125