A complete list of active advisors currently associated with Seaport Research Partners LLC
Warmer can help you find a great advisor at Seaport Research Partners LLC or one who fits your needs even better.
Seaport Research Partners LLC primarily serves institutional clients — treating each investment portfolio team within an institutional firm as a separate client — as well as other investment advisers, charitable organizations, corporations, and business entities. The firm provides tiered and a la carte investment research and advisory services, including company-specific reports, sector analyses, bespoke projects, corporate services, and event-based offerings; it does not execute trades, custody assets, or provide investment supervisory services. SRP’s analysts combine fundamental and technical analysis to publish Buy/Neutral/Sell recommendations with a 12–18 month outlook and accompanying financial projections, valuation analysis, and price targets; research is disseminated through an online library and periodic publications delivered daily, weekly, and monthly. Clients can supplement published research with analyst consultations, Excel research models, corporate-access events, educational seminars, and proprietary quantitative and qualitative data offered on an opt‑in/subscription basis. Distinctive features relative to many supported firms include a subscription-style, per-analyst billing model rather than percentage-of-AUM fees, and a stated lack of portfolio management or custody services for clients. The firm is affiliated with a broker‑dealer and several SRP personnel are registered representatives of that affiliate (with one senior officer spending the majority of his time in that outside role), a relationship disclosed in the brochure and relevant to clients assessing potential conflicts of interest.
To learn more about the advisors currently working at Seaport Research Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Costa Mesa, CA
| 25
|
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