Sea Breeze Analytics
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About
Sea Breeze Analytics is a fee-only independent investment adviser operated by a single principal that provides personalized portfolio management to individuals, high-net-worth clients, and small businesses. Services described in the brochure include tailored asset-allocation advice, discretionary trading under a limited power of attorney, and periodic account reviews; the firm currently reports no assets under management.
The firm’s investment approach combines fundamental and technical analysis with quantitative and statistical methods, including timing models, charting software, and cyclical analysis, and emphasizes strategic asset allocation across equities, fixed income, and alternative investments. The principal highlights more than two decades of trading experience and the development of proprietary quantitative programs, reflecting a systematic, engineering-oriented approach to portfolio construction.
Distinctive features noted in the brochure include the explicit inclusion of small businesses among client types—a practice that is less common among solo independent advisers and can resemble institutional portfolio management—and a stated policy of accepting no commissions or outside compensation. The firm also maintains written compliance and continuity plans and discloses that it has no outside affiliations, but prospective clients should note the firm’s current lack of AUM and client history when evaluating experience and track record.
Client services
Expertise
Fee options
$0 - $200,000: 1.50% annually $200,000+: 1.00% annually on amount over $200,000
Minimum fee: $250 initial registration fee for detailed analysis when initial contract is signed Fee-only: Sea Breeze Analytics is strictly a fee-only investment management firm; no commissions accepted.
Main office
San Carlos CA
Advisors at this office
1
Most active in
California
Also doing business as
Asayesh Alireza · Sea Breeze Analytic · Sea Breeze Analytics
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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