Belleair, FL Office

SeaBridge serves a mix of individual clients (including both non-high-net-worth and high-net-worth individuals) as well as institutional and tax-exempt clients such as retirement plans, charitable institutions, foundations, endowments, private investment funds, foreign funds, and other U.S. and international institutions. Services include discretionary portfolio management, financial planning and consulting, and acting as a discretionary sub‑adviser for certain third‑party advisers.

The firm manages global equity‑focused portfolios across defined strategies (e.g., Global Diversified, Global Growth, International/Asia, Core Global, Yield Growth, and Cautious Core) and invests in a range of publicly traded securities and vehicles including MLPs, REITs, closed‑end funds, BDCs, and ETFs. SeaBridge customizes portfolios to client risk tolerances and objectives, may allocate to third‑party managers for specialized mandates (such as municipal bond management), and discloses that it may participate in eligible IPOs and recommend third‑party private investments where appropriate.

What distinguishes SeaBridge from many peers is its role serving other investment advisers as a discretionary sub‑adviser and its work with a broad set of institutional and foreign fund clients — a relationship model that is relatively uncommon among comparable team firms. Governance and investment oversight include an Investment Advisory Committee with members experienced in large endowment and family‑office investing, and the firm has managed client accounts since the late 1990s with approximately $771 million in discretionary assets under management.