SourcingSourcing

SEAPORT GLOBAL ADVISORS, LLC

B60
CRD 154287·SEC 801-71628·BOSTON, MA
AUM
$46.3M
$25M-$100M
Est. Revenue
$463K
@ 1% on AUM
Est. EBITDA
$139K
@ 30% margin
Est. Deal Value
$1.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SEAPORT GLOBAL ADVISORS, LLC
CRD
154287
SEC file #
801-71628
EIN
842029354
DBA names
—

Economics

AUM
$46.3M
AUM band
$25M-$100M
AUM trajectory
'20'26
$52.3M → $46.3M▼ -11%
Client mix
Investment Companies1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
instagram.com/eva_ados/?hl=en(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHULMAN, JOEL, MARK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SHULMAN, JOEL, MARK
Adosoglou, Eva
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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:seaportglobal.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001911018
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2022-02-14
Edgar Last Filing Date
2024-11-14
Edgar 13f Count
12
Edgar 13f Latest AUM Estimate
Filing Date2024-11-14
Accession0001420506-24-002544

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
175 FEDERAL ST. SUITE 875BOSTON, MA 02110
Business
175 FEDERAL ST. SUITE 875BOSTON, MA 02110
Edgar EIN
842029354
Edgar Recent Filings
13F-HR2024-11-14 · 0001420506-24-002544
13F-HR2024-08-16 · 0001420506-24-001612
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2267287
Trust Company Affiliate
No

People (3)

3
SHULMAN, JOEL, MARK
IAR · Direct Owner · 87.5%
2267287
Adosoglou, Eva
Executive Officer · 2.5%
7358297
Prisacariu, Mihai, Rares
Executive Officer · 2.5%
7134482