Seaview Investment Managers Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.2B
- Clients
- 81
- Avg AUM / client
- $16.9M
- Accounts
- 1,597
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 66 | $15.9M | 1.16% |
| High net worth individuals | 8 | $6.7M | 0.49% |
| Other investment advisers | 2 | $1.3B | 95.4% |
| Corporations and other businesses | 5 | $39.9M | 2.92% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Claudia Maria De La Paz Batlle | Managing Member | CFP | Sep 2017 (9y) | 75% or more |
| Eduardo Enrique Bello | Managing Director & Head Of Business Development & Chief Compliance Officer | Feb 2022 (5y) | Less than 5% | |
| Eduardo Luis Arriaga | Registered representative | May 2021 (5y) | ||
| Esteban Sapetnitzky | Registered representative | Aug 2023 (3y) | ||
| Renato Aldo Morzan | Registered representative | Jan 2024 (3y) | ||
| Alfonso Osorio | Registered representative | Jan 2024 (3y) | ||
| Ignacio Sapetnitzky | Registered representative | Mar 2024 (2y) | ||
| Carlos Manuel Arencibia | Registered representative | Mar 2025 (1y) | ||
| Carlos Schwarz Kleyman | Registered representative | Sep 2025 (1y) | ||
| Carlos Enrique Gadala Maria | Registered representative | Jun 2026 (0y) |
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 1.03 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Pershing $989M (72% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗