Sign in Sign up for free

Seam Management Co., LLC (Portland)


Seam Management Co., LLC is a related adviser based in Portland. It manages $31 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Oregon.

Logo

Seam Management Co. provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Seam Management Co.: assets under management

The assets under management (AUM) of Seam Management Co., LLC is $31 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seam Management Co., LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 13 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Evans Von Schlegell Manager 1 Aug 2007 Other 5285379
John Wesley Dixon Manager 1 Aug 2007 Other 6025228
David Mark Dorman Manager 1 Aug 2007 Other 1707763
Stephen Edmund Babson Manager 1 Aug 2007 Other 6025230
Aaron Samuel Richmond Manager 1 Aug 2007 Other 6025231
Leland Mauk Jones Manager 1 Aug 2007 Other 6025232
Chad Nephi Heath Manager 1 Aug 2007 Other 2912598
John E Von Schlegell Manager 1 Aug 2007 Other 5285379
John W. Dixon Manager 1 Aug 2007 Other 6025228
Stephen E. Babson Manager 1 Aug 2007 Other 6025230
Aaron S. Richmond Manager 1 Aug 2007 Other 6025231
Leland M. Jones Manager 1 Aug 2007 Other 6025232
Llc Endeavour Capital V Manager 1 Feb 2009 75% - 100% 26-0797263

Based in Portland

The principal office where Seam Management Co., LLC performs its advisory services is located at 760 Sw Ninth Avenue, Suite 2300, Portland, OR 97205, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-473-8191 or by fax 503-223-1384. The normal business hours are 8:00 a.m. to 6:00 p.m. pacific on Monday - Friday. You can find more information about the New York firm at endeavourseam.com.


Registered investment advisers similar to Seam Management Co., LLC