Seabird Investment Partners

Seabird Investment Partners is a financial advisory firm established in June 2016 by principal owners Mr. Arch Peregoff and Joseph Di Scala. The firm offers investment management services on a discretionary basis, providing advice on asset allocation, investment selection, portfolio design, and ongoing monitoring. As of December 31, 2024, Seabird managed $354,355,170 in client assets. The firm charges fees ranging from 0.25% to 1.50% annually based on assets under management and the complexity of services provided. Clients have five business days to rescind the agreement and receive a full fee refund. The firm does not engage in frequent trading of securities and discloses material risks associated with small and micro-cap equity securities and municipal securities. Seabird Investment Partners may charge performance-based fees ranging from 10% to 25% for qualified clients, based on asset allocation. The firm does not have any disciplinary history and does not receive compensation for the sale of securities. Clients include individuals, high net worth individuals, pension/profit sharing plans, and other investment advisers. The firm's investment strategies are tailored to clients' financial status, risk tolerance, and objectives, with a focus on long-term recommendations. Seabird Investment Partners does not impose a minimum account requirement and maintains transparency regarding conflicts of interest. The firm exercises discretion over securities selection and voting client securities is handled directly by the custodian.