SourcingSourcing

SEABRIDGE INVESTMENT ADVISORS LLC

B51
CRD 108681·SEC 801-55009·SUMMIT, NJ
AUM
$771.2M
$500M-$1B
Est. Revenue
$7.7M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SEABRIDGE INVESTMENT ADVISORS LLC
CRD
108681
SEC file #
801-55009
EIN
223452361
DBA names
—

Economics

AUM
$771.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$407.3M → $771.2M▲ +89%
Client mix
Individuals High Net Worth123
Individuals Other62
Corporations7
Charitable Organizations5
Pension Profit Sharing Plans3

Operations

Employees (total)
12
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
8 advisors → 11 advisors▲ +38%
Primary office
SUMMIT NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/13/2026
ADV-W filed at
—
Website
linkedin.com/company/seabridge-investment-advisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOHLSTEIN, CHRISTOPHER,
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
HOHLSTEIN, CHRISTOPHER,
CHIN, HOWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:seabridge.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001304229
Edgar Registered
Yes
Edgar Filing Count
77
Edgar First Filing Date
2008-02-01
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
75
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001304229-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
11
Bc Firm IAR Count
11
Custodian Candidates
Full
Charles Schwab6
E*trade4
Morgan Stanley3
Edgar Addresses
Mailing
450 SPRINGFIELD AVENUE, SUITE 301SUMMIT, NJ 07901-2610
Business
450 SPRINGFIELD AVENUE, SUITE 301SUMMIT, NJ 07901-2610
Edgar EIN
223452361
Edgar Recent Filings
13F-HR2026-04-29 · 0001304229-26-000003
13F-HR2026-01-26 · 0001304229-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1163271
Trust Company Affiliate
No

People (11)

11
HOHLSTEIN, CHRISTOPHER,
IAR · Direct Owner · 37.5%
1163271
Morffi, Adrian, Bjorn
IAR · Direct Owner · 17.5%
6747953
FALKOWSKI, MATTHEW, RICHARD
IAR · Direct Owner · 17.5%
5450079
Goberman, Nicole
IAR · Direct Owner · 17.5%
7325839
CHIN, HOWARD
IAR · Direct Owner · 17.5%
3023685
KEITH, GARNETT, LEE
IAR · Executive Officer · 2.5%
1475168
Brandon Alexander Bottari
IAR
7140948
Ka Wai Kevin Cheng
IAR
7684750
DAVID CHARLES DESCALZI
IAR
1298204
Robert J. Kolyer
IAR
7437547
PAUL HELMUT AUSLANDER
IAR
1019443