SEASIDE EQUITY PARTNERS

other names
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Adviser Profile
As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 13 62.50%
of those in investment advisory functions 11 37.50%
Registration SEC, Approved, 07/28/2022
Other registrations (2)
Former registrations

SEASIDE EQUITY PARTNERS, LLC

AUM* 651,682,063 34.37%
of that, discretionary 623,754,056 28.61%
Private Fund GAV* 313,846,705 -41.18%
Avg Account Size 108,613,677 -10.42%
SMA’s No
Private Funds 6 2
Contact Info 760 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
485M 416M 346M 277M 208M 139M 69M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count6 GAV$313,846,705

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Brochure Summary

Overview

A. Description of the Advisory Firm Seaside Equity Partners, LLC (“Seaside Equity”), a Delaware limited liability company, is a registered investment adviser managing private equity funds based in San Diego, California. Seaside Equity was formed on September 23, 2019. Andrew Thompson is the principal owner and Managing Director of Seaside Equity. B. Types of Advisory Services Seaside Equity serves as general partner and investment adviser to private investment funds (the “Funds”). Seaside Equity may decide in the future to sponsor or manage additional private investment funds (collectively with the Funds, the “Clients”). Pursuant to each Fund’s offering memorandum, limited partnership agreement, and subscription documents (“Constituent Documents”), Seaside Equity is a private equity investment firm that focuses on lower middle market buyout transactions of business services companies in the western United States. The Firm’s investment strategy is generally focused on what Seaside believes are three highly
compelling and strategically targeted private equity investment opportunities: (i) the western United States, (ii) the business services industry, and (iii) lower middle market buyout transactions. The Funds are offering limited partnership interests (“Interests”) to certain qualified investors as described in response to Item 7, below (such investors are referred to herein as “Investors”). C. Client Tailored Services and Client Imposed Restrictions Advisory services are tailored to achieve the Clients’ investment objectives. With respect to the Funds, Seaside Equity has the authority to select which and how many securities and other instruments to buy or sell without consultation with the Fund or its Investors. D. Wrap Fee Programs Seaside Equity does not participate in wrap fee programs. E. Amounts Under Management Seaside Equity manages the assets of the Clients and has the following assets under management: Discretionary Amounts: Non-Discretionary Amounts: Date Calculated: $623,754,056 $27,928,007 December 31, 2023