Seelaus Asset Management LLC
Seelaus Asset Management LLC is an SEC-registered, private, women-owned investment manager headquartered in Chatham, New Jersey, United States. The firm specializes in active fixed income and equity portfolio management for a diverse client base ranging from retail investors to large institutions. Founded initially through the RIA activities of R. Seelaus & Co. in 2006, the asset management arm became SEC-registered with acquisitions starting in 2013 and formally adopted the Seelaus Asset Management name in 2018. Currently, the firm has approximately 30 employees and provides customized investment strategies across traditional and impact investing, alongside private client services in wealth management, retirement planning, and charitable giving. Seelaus Asset Management is known for its partnership approach, client-centric philosophy, and embracing a diverse perspective in financial markets.
Investment Strategy
Seelaus Asset Management employs a twofold strategy: focused investment talent by asset class to ensure deep market knowledge and treating client relationships as partnerships to exceed investment objectives. The firm combines proactive risk management with a top-down macro view informing bottom-up security selection. Seelaus offers traditional strategies with a focus on performance and impact strategies tailored to clients’ sustainability goals. Its nimble portfolio construction combines fundamental and technical analysis, emphasizing customized solutions, innovation, and diverse perspectives for both individual and institutional clients.
Latest 13F Filing Activity
Seelaus Asset Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 172 equity positions with a total 13F market value of $113M. The fund increased holdings in Cameco Corp., Microsoft Corp., Amazon Com Inc. among other positions. Seelaus Asset Management LLC reduced exposure to Apple Inc., Quanta SVCS Inc., United Parcel Service Inc. among others.
Top Holdings
Equity Positions (172)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.45% | $7.3M | 35,553 | $88.09 | $205.17 | -$697.6K |
S SPY | SPDR S&P 500 ETF TR | 5.11% | $5.8M | 9,346 | $298.81 | $617.85 | +$345.7K |
M MSFT | MICROSOFT CORP | 3.43% | $3.9M | 7,798 | $179.03 | $497.41 | +$951.5K |
A AMZN | AMAZON COM INC | 3.02% | $3.4M | 15,549 | $113.69 | $219.39 | +$528.7K |
| BERKSHIRE HATHAWAY INC DEL | 2.35% | $2.7M | 5,457 | $260.67 | $485.77 | -$255.4K |
Industry Allocation
Investment Team (9)
| Name | Role | Location | |
|---|---|---|---|
C Clifford Sterling | MBS Trader | Boca Raton, FL , United States | |
 | Asset Manager | New York, NY , United States | |
J Jeffery Burdeshaw | Equity Capital Markets | Executive Vice President | New York, NY , United States | |
K Kenny Klein | Chief Executive Officer and Lead Portfolio Manager | New York, NY , United States | |
A Andrew Khatri | Chief Investment Officer | New York, NY , United States | |
 | Analyst | Chatham, NJ , United States | |
 | Portfolio Manager | United States | |
 | Associate Portfolio Manager, VP | Chatham, NJ , United States | |
L Lesly M. | Analyst | United States |