Seer Capital Management Lp
- Regulatory AUM
- $1.1B
- Discretionary
- $468M
- Clients
- 64
- Avg AUM / client
- $16.5M
- Accounts
- 64
- Employees
- 23
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $89.7K | 0.01% |
| High net worth individuals | 31 | $3.5M | 0.33% |
| Pooled investment vehicles (non-investment companies) | 19 | $463M | 43.8% |
| Other investment advisers | 1 | $590M | 55.8% |
| Other | 7 | $718K | 0.07% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $535M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Seer Capital Partners Master Fund L.P. master | Hedge Fund | Cayman Islands | $380M | 140 |
| Seer Capital Commercial Real Estate Debt Fund Ii Ltd. master | Other Private Fund | Cayman Islands | $116M | 44 |
| Seer Capital Opportunities Fund I Master Fund I Lp master | Other Private Fund | Cayman Islands | $25.2M | 40 |
| Seer Capital Special Situations Master Fund Ii, Ltd. master | Other Private Fund | Cayman Islands | $13.9M | 38 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Weingord, Philip, Neil | Chief Executive Officer & Co Chief Investment Officer Of Seer Capital Management Lp | May 2008 (18y) | ≈ 37.5% – 75% via Pw Enterprises Ii Llc | |
| Dalbert, Richard, Benedict | Co Chief Investment Officer Of Seer Capital Management Lp | Sep 2008 (18y) | Less than 5% | |
| Schoen, J, Christopher | Principal Of Seer Capital Management Lp | Sep 2008 (18y) | Less than 5% | |
| Kim, Richard, Rhee | Chief Operating Officer Of Seer Capital Management Lp | Aug 2010 (16y) | Less than 5% | |
| Dominus, Andrew, Reid | Chief Compliance Officer And General Counsel Of Seer Capital Management, Lp | Jul 2013 (13y) | Less than 5% | |
| Lu, Che Hao | Chief Financial Officer Of Seer Capital Management Lp | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pw Enterprises Ii Llc | Limited Partner Of Seer Capital Management Lp | Jun 2009 | A | 75% or more |
| Seer Capital Holdings Llc | General Partner Of Seer Capital Management Lp | May 2008 | A | Less than 5% |
| Weingord 2009 Family Trust Jpmorgan Trust Company Of Delaware As Trustee | Member | Jun 2009 | B | ≈ 18.75% – 50% via Pw Enterprises Ii Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Weingord, Philip, Neil: 50% – 75% of Pw Enterprises Ii Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Weingord 2009 Family Trust Jpmorgan Trust Company Of Delaware As Trustee: 25% – 50% of Pw Enterprises Ii Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $535M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Seer Capital Partners Master Fund L.P. | Hedge Fund | $380M | $1.0M | 140 |
| Seer Capital Commercial Real Estate Debt Fund Ii Ltd. | Other Private Fund | $116M | $1.0M | 44 |
| Seer Capital Opportunities Fund I Master Fund I Lp | Other Private Fund | $25.2M | $1.0M | 40 |
| Seer Capital Special Situations Master Fund Ii, Ltd. | Other Private Fund | $13.9M | $1.0M | 38 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $44.5M (7% of AUM) Oct 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗