Seaside Equity Partners

Fee-Only (% of Portfolio)

Seaside Equity manages private equity funds that invest in lower middle market business services companies in the western United States. Seaside Equity aims to transition founder and family-owned businesses into institutional quality companies. The firm focuses on business services, technology-enabled services, and commercial services. Seaside Equity's investment advisory services consist of identifying and evaluating investment opportunities, negotiating investments, managing and monitoring investments and achieving dispositions for investments.

Assets Under Management$610M
Clients6
AdvisorsN/A
Avg. per Client$100M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Seaside Equity manages private equity funds and receives a quarterly asset-based management fee calculated as a percentage of each investor’s capital account, typically 2%. The firm also receives 20% of realized profits subject to an 8% compound preferred return. The management fee may be reduced by a portion of transaction fees. Investors also bear certain expenses.

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Seaside Equity Partners | TrueAdvisor