{"url":"https://nivawealth.com/firms/seagull-lane-asset-management-282566","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/282566","regulatoryAum":207934000,"crd":"282566","secFileNumber":"801-136995","legalName":"Seagull Lane Asset Management LLC","displayName":"Seagull Lane Asset Management","slug":"seagull-lane-asset-management-282566","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"19671 Beach BLVD,, Ste 426","city":"Huntington Beach","state":"CA","stateName":"California","country":"United States","postalCode":"92648"},"tradeNames":[],"registration":{"secApproved":"5 August 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":594097.1428571428,"staff":{"employees":4,"advisory":2,"brokerDealerReps":2,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":207934000,"discretionary":193135000,"discretionaryAccounts":626,"nonDiscretionary":14799000,"nonDiscretionaryAccounts":76,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":305,"regulatoryAum":84918000},{"label":"High-net-worth individuals","clients":45,"regulatoryAum":123016000}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056354","versionId":1056354,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-08-28","documentName":"SEAGULL LANE ASSET MANAGEMENT, LLC","fee_rate_low":0.8,"fee_rate_high":1.65,"fee_negotiable":false,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"Financial planning is a fixed fee generally from $4,500 to $50,000, negotiable, with half due in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056354","versionId":1056354,"submittedOn":"2026-08-28","documentName":"SEAGULL LANE ASSET MANAGEMENT, LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:21:48.862768+00:00","documents":[{"name":"SEAGULL LANE ASSET MANAGEMENT, LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056354","versionId":1056354,"submittedOn":"2026-08-28"}]},"custodians":[],"custodyNote":"Seagull Lane Asset Management does not have custody of client assets.","otherCustodians":[],"leadership":[],"ownership":[],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"19671 Beach BLVD,, Ste 426","city":"Huntington Beach","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"714-960-2316","stateRegisteredReps":2,"otherAdviserReps":2,"compensation":["A percentage of assets under management","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":23},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":65},{"label":"Cash and cash equivalents","percent":11}],"privateFunds":0},"sources":{"adv1FilingDate":"1 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/282566/PDF/282566.pdf","brochureDate":"28 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056354","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Seagull Lane Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Seagull Lane Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Seagull Lane Asset Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Seagull Lane Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Seagull Lane Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How does Seagull Lane Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Seagull Lane Asset Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 1 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}