SourcingSourcing

SEACREST INVESTMENT MANAGEMENT, LLC

A72
CRD 143670·SEC 801-71148·PURCHASE, NY
AUM
$110.9M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$333K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SEACREST INVESTMENT MANAGEMENT, LLC
CRD
143670
SEC file #
801-71148
EIN
—
DBA names
—

Economics

AUM
$110.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$144.5M → $110.9M▼ -23%
Client mix
Individuals Other15

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
7 advisors → 3 advisors▼ -57%
Primary office
PURCHASE NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
02/13/2026
ADV-W filed at
—
Website
seacrestim.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SEACREST MANAGEMENT, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
SEACREST MANAGEMENT, LLC
LENIHAN, RONALD, R
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SEACRESTIM.COM
Rdap Domain Creation Date
2006-09-26T02:24:28Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-26T02:24:28Z
Rdap Domain Last Changed
2024-07-27T06:02:00Z
Rdap Nameservers
Ns0.dnsmadeeasy.comNs1.dnsmadeeasy.comNs2.dnsmadeeasy.comNs3.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
LENIHAN, RONALD, R
IAR · Executive Officer · 2.5%
1673704
JEFFREY ALLEN MEYER
IAR
2682895
HOWARD ALAN SCHLOSS
IAR
2109029