Seawall Capital Management, LLC (Cambridge)


Seawall Capital Management, LLC is a large advisory firm based in Cambridge. It manages $143.5 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Massachusetts.

Seawall Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Seawall Capital Management: assets under management

The assets under management (AUM) of Seawall Capital Management, LLC is $143.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $143.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.88 million each.
Seawall Capital Management has custody of $143.5 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seawall Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cambridge

The principal office where Seawall Capital Management, LLC performs its advisory services is located at 1 Leighton Street, Cambridge, MA 02141 The mailing address of the firm is Po Box 410233, Cambridge, MA 02141. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (617) 817-0683. The normal business hours are 8:00 a.m.-6:00 p.m. on Monday - Friday.