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They include 121 individual clients, 117 high-net-worth individuals, and 17 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Seelaus Asset Management offer?","answer":"Seelaus Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Seelaus Asset Management use?","answer":"Seelaus Asset Management’s separately managed account assets are held at U.S. Bancorp Investments, Inc. (Minneapolis, MN), with $534M, BNY Mellon Capital Markets, LLC (New York, NY), with $508M, Pershing LLC (Jersey City, NJ), with $178M and Charles Schwab & Co., Inc. 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The 18% other category is described as: ETF'S Fixed Income, Cmos. It advises 4 private funds.","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":"Who owns Seelaus Asset Management?","answer":"Seelaus Asset Management is owned through a chain of holding companies by Joanne Seelaus. Its direct owner is Seelaus Holdings LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Seelaus Asset Management get paid?","answer":"Seelaus Asset Management is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. 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`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."}