Seaview Investment Managers LLC
SEAVIEW INVESTMENT MANAGERS LLC is an SEC-registered investment adviser headquartered in Coral Gables, Florida. The firm, founded around 2011, provides personalized investment advisory services for institutions, families, and global investors seeking access to U.S. financial markets. With approximately 15 employees, Seaview offers institutional-grade solutions, holistic financial guidance, and technology-driven strategies, serving a diverse client base including individuals, financial advisors, institutions, and qualified investors.
Investment Strategy
Seaview Investment Managers LLC focuses on delivering disciplined, long-term growth through a values-driven and technology-enabled approach. The firm offers tailored asset allocation and multi-generational planning, emphasizing risk control, transparency, and financial education. Investment solutions include separately managed accounts and model portfolios designed to meet individual client needs, leveraging data-driven insights, world-class custodians, and a commitment to integrity and personalized service.
Top Holdings
Equity Positions (132)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 5.18% | $24.4M | 44,302 | $450.73 | $551.64 | +$5.3M |
N NVDA | NVIDIA CORPORATION | 5.00% | $23.6M | 149,343 | $69.10 | $157.99 | +$7.0M |
M META | META PLATFORMS INC | 4.19% | $19.8M | 26,785 | $336.22 | $738.09 | +$4.2M |
M MSFT | MICROSOFT CORP | 4.09% | $19.3M | 38,794 | $312.41 | $497.41 | +$4.9M |
S SPY | SPDR S&P 500 ETF TR | 3.68% | $17.4M | 28,102 | $502.83 | $617.85 | -$57.7K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
D DUST | DIREXION SHS ETF TR | New | Call | $15.5K | 100 | $24.67 | $24.67 | +100 | +$15.5K |