Seeds
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,001,233,189
Clients
937
Advisors
3
across 2 offices
About
Seeds primarily provides investment management and related services to other financial institutions through sub‑advisory engagements, managing assets on behalf of those firms’ End‑Clients. The firm offers discretionary sub‑advisory portfolio management, outsourced trading and rebalancing, investment modeling distributed via third‑party platforms, and OCIO support delivered through an investment management software Platform.
Seeds uses a systematic, data‑driven investment process with a long‑term focus, combining proprietary model construction, periodic monitoring, and inputs such as ESG metrics to build diversified, tax‑aware portfolios. Strategies include direct indexing using single stocks, ETF and mutual fund exposures, and customized model outputs with proprietary rebalancing that seek alignment with broad benchmarks while honoring client preferences.
Distinctive features disclosed in the brochure include a minority ownership and operational affiliation with another registered adviser that engages Seeds for sub‑advisory services, a relationship the firm addresses through disclosures and allocation policies. Seeds also operates firm test trading accounts for platform and trading validation with specific safeguards (isolated trading windows, audits, a prohibition on block trading with client orders) and a policy to donate any firm trading profits to a 501(c)(3) foundation.
Client services
Expertise
Fee options
Up to 0.60% annually (negotiable, based on strategy and asset level)
OCIO services up to $500/hr
Fee-only: Investment management fees up to 0.60% annually (negotiable), OCIO services up to 0.20% annually or $500/hr, Investment modeling and non-discretionary trading fees negotiable
Main office
See officeThe Malin Nomad, Fl. 5 Attn Seeds Investor Llc, 387 Park Avenue South
New York NY 10016
Advisors at this office
2
Offices (2)
Most active in
California · Florida · New York · Pennsylvania · South Carolina · Texas
Also doing business as
Seeds · Seeds Investor LLC
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.
Quick links
Advisors at this firm
Amy M
CFA®
Sarasota, FL
Seeds
Amy Magnotta is a CFA® charterholder with 16 years of industry experience. She is currently with Seeds, a team-based firm in Sarasota, FL, and previously worked at AC Wealth Partners and Brinker Capital Investments. Seeds provides investment management and related services primarily to other financial institutions through sub-advisory engagements. The firm employs a systematic, data-driven investment process focused on long-term portfolio construction and offers discretionary management, outsourced trading, and investment modeling solutions.
Timothy M
Series 65
New York, NY
Seeds
Timothy Mc Clatchy is a financial advisor at Seeds with a Series 65 credential and three years of industry experience. His prior roles include positions at myCIO Wealth Partners, LLC and JP Morgan Chase & Co. He has also been involved with several other firms and organizations early in his career. Seeds primarily provides investment management and related services to other financial institutions through sub-advisory engagements. The firm employs a systematic, data-driven investment process focused on long-term, tax-aware portfolios incorporating ESG metrics and proprietary model construction.
Zachary C
Series 66
New York, NY
Seeds
Zachary Conway is a financial advisor with Seeds who holds a Series 66 designation and has 10 years of industry experience. He has previously worked with Summit Financial, LLC and Purshe Kaplan Sterling Investments. Outside of advising, he contributes personal finance content to Forbes online and co-founded The Life & Wealth Network, a B2B subscription service providing financial advisors with curated service provider lists. Seeds primarily provides investment management and related services to other financial institutions through sub-advisory engagements. The firm employs a systematic, data-driven investment process focused on long-term outcomes, offering discretionary portfolio management, outsourced trading, and investment modeling through third-party platforms.
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