Private Market View

DBA SEASIDE FINANCIAL & INSURANCE SERVICES

Other · CARLSBAD, CA

AUM
$1.2M
Portfolio companies
Recorded deals
Last investment

Key facts

  • DBA SEASIDE FINANCIAL & INSURANCE SERVICES is a other based in CARLSBAD, CA.
  • DBA SEASIDE FINANCIAL & INSURANCE SERVICES reports $1.2M in regulatory assets under management, per its SEC Form ADV (2026-04).

Registered with the SEC

Form ADV · 2026-04 · CRD 289985
Regulatory AUM
$1.2M
Private fund assets
Private funds
Staff
4
Registered office
CARLSBAD, CA
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SEASIDE ADVISORY SERVICES, INC.).

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Portfolio

Portfolio — not yet on record

No portfolio companies for DBA SEASIDE FINANCIAL & INSURANCE SERVICES are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is DBA SEASIDE FINANCIAL & INSURANCE SERVICES's AUM?
DBA SEASIDE FINANCIAL & INSURANCE SERVICES manages approximately $1.2M in assets.