New York, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Seeds
Team
Firm-wide stats for Seeds
Clients per advisor
312 Very HighAvg AUM per client
$1,068,552 TypicalHNW client ratio
0% Very LowAbout
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.
Based on Seeds
Expertise
Based on Seeds
Location
The Malin Nomad, Fl. 5 Attn Seeds Investor Llc, 387 Park Avenue South
New York NY 10016
Advisors at this office
2
Advisors at this office
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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