Seaport Global Advisors, LLC

Fee-Only (% of Portfolio)

Seaport Global Advisors is an investment advisor that invests primarily in companies with entrepreneurial cultures. Seaport customizes investments and portfolios to individual client needs. The firm seeks companies with entrepreneurial vision and monitors attributes that are markers of entrepreneurial behavior. Seaport also serves as an advisor to the ERShares Global Entrepreneurs Mutual Fund.

Assets Under Management$42M
Clients1
Advisors1
Avg. per Client$42M
Avg. per Advisor$42M

Fee Structure

Investment management only (planning not offered)

Seaport Global Advisors charges a percentage of the market value of your portfolio. The fees are calculated either quarterly or monthly, as agreed upon in the investment management agreement. The agreement runs for an initial period of one year and quarterly thereafter and may be terminated by either party with 30 days' written notice. Fees for serving as advisor to the ERShares Global Entrepreneurs Mutual Fund are based on the following fee schedule:

  • First $20 Million: 1.25% per year
  • Over $20 Million: Negotiated
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Location

1 Advisors at this firm

Seaport Global Advisors, LLC | TrueAdvisor