Seagull Lane Asset Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Seagull Lane Asset Management reports 350 clients. They include 305 individual clients and 45 high-net-worth individuals. Of its assets, 92.9% ($193M across 626 accounts) are managed with discretion; $14.8M across 76 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 41% |
| High-net-worth individuals | 13% | 59% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 305 | $84.9M | 40.8% | $278K |
| High-net-worth individuals | 45 | $123M | 59.2% | $2.73M |
| Total | 350 | $208M | 100% | $594K |
- Clients
- 305
- Regulatory AUM
- $84.9M
- AUM share
- 40.8%
- Avg. per client
- $278K
- Clients
- 45
- Regulatory AUM
- $123M
- AUM share
- 59.2%
- Avg. per client
- $2.73M
Total
- Clients
- 350
- Regulatory AUM
- $208M
- AUM share
- 100%
- Avg. per client
- $594K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Seagull Lane Asset Management charges 0.80%–1.65% a year for its Portfolio Management Services. The fee is billed in advance and is not negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is a fixed fee generally from $4,500 to $50,000, negotiable, with half due in advance.
It has 4 employees, 2 of them in advisory roles.
Leadership
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
Besides its headquarters, Seagull Lane Asset Management has 1 office, with 1 listed address in California.
California · 1 listed address
- 19671 Beach BLVD,, Ste 426, Huntington BeachHQ
Contact and registration details
- Legal name
- Seagull Lane Asset Management LLC
- Headquarters
- 19671 Beach BLVD,, Ste 426, Huntington Beach, CA 92648
- Website
- Not reported
- Phone
- 714-960-2316
- SEC file
- 801-136995
- Structure
- California LLC
- Fiscal year end
- December
Seagull Lane Asset Management does not have custody of client assets.
At year end, Seagull Lane Asset Management’s separately managed accounts were mostly in funds (65%) and stocks (23%).
What the accounts hold
- Stocks23%
- Funds65%
- Bonds1%
- Cash11%
How many clients does Seagull Lane Asset Management have?
Seagull Lane Asset Management has 350 clients and manages $208 million for them, as of September 2026. They include 305 individual clients and 45 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 September 2026
What services does Seagull Lane Asset Management offer?
Seagull Lane Asset Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Seagull Lane Asset Management charge?
Seagull Lane Asset Management charges 0.80%–1.65% a year for its Portfolio Management Services. The fee is billed in advance and is not negotiable.
Source: SEAGULL LANE ASSET MANAGEMENT, LLC, filed 28 August 2026
How many financial advisors does Seagull Lane Asset Management have?
Seagull Lane Asset Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Seagull Lane Asset Management invest in?
At the end of its last fiscal year, Seagull Lane Asset Management’s separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 11% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Seagull Lane Asset Management get paid?
Seagull Lane Asset Management is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Seagull Lane Asset Management?
Seagull Lane Asset Management’s main office is at 19671 Beach BLVD,, Ste 426, Huntington Beach, CA 92648. Its phone number is 714-960-2316.