AUMdb

Seaport Global Advisors, Llc

SEC-registered Mutual Fund / Asset Manager · Boutique (under $100M) CRD 154287 · SEC file 801-71628 · Boston, MA · www.instagram.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$46.3M
Discretionary
$46.3M
Clients
1
Avg AUM / client
$46.3M
Accounts
1
Employees
5

AUM over time

$5.3M $101M
Mar 29, 2012 Mar 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 1 $46.3M 100.0%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Joel Mark Shulman Managing Member / Founding Partner / Chief Investment Officer CFA Jun 2010 (16y) 75% or more
Prisacariu, Mihai, Rares Chief Compliance Officer Jun 2019 (7y) Less than 5%
Adosoglou, Eva Chief Operating Officer Apr 2020 (6y) Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.08 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

Services

  • Portfolio management for investment companies

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗