Seaward Management Corp (Boston)

Name: Seaward Management Corp
Address: 10 Post Office Square, Boston, MA, 02109 4604
Telephone: 617-426-1196

Seaward Management Corp is a large advisory firm based in Boston. It manages $1.27 billion of regulatory assets for 801 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Maine, and 4 other states.

Seaward Management Corp provides portfolio management for individuals and small businesses and 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.

Seaward Management Corp: assets under management

The assets under management (AUM) of Seaward Management Corp is $1.27 billion. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.16 billion in discretionary accounts and $102.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.5 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.26 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seaward Management Corp for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Seaward Management Corp

Frederick Strong Moseley has been acting as President since 1 Jan 1990. Norman Colman Nicholson joined the executive team most recently as the Stockholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Thorpe Barrow	President & director	1 Feb 1988	25% - 50%	13635
Denise M. Sample	Business mgr/compliance officer	1 Feb 1988	Other	4340468
Christopher Thorp Barrow	President, director, managing director & stockholder	1 Feb 1988	25% - 50%	13635
Roger Scoville	Treasurer & director	1 Apr 1988	25% - 50%	2686812
Roger Dean Scoville	Treasurer, director, managing director & stockholder	1 Apr 1988	25% - 50%	2686812
Frederick Strong Moseley	Director	1 Jan 1990	Other	341201
Gary Douglass Walters	Director	1 Aug 1994	Other	1027669
Lawrence Haines Coburn	Managing director	1 Jan 1995	Other	2079424
Miner A. Crary	Director	1 Sep 1995	Other	4340422
Norman C. Nicholson	Director	1 Sep 1995	Other	4340441
Thomas E Reilly	Managing director	1 Oct 1997	Other	3091437
Jr. J. Louis Newell	Managing director	1 Apr 1998	Other	4340459
John J Cook	Managing director	1 Mar 1999	Other	2218304
John Gerard Bratschi	Managing director	1 Sep 2000	Other	1966087
Thomas Woodhouse	Managing director	1 Apr 2001	Other	2600569
John Russell Mcdonald	Managing director	1 Aug 2001	Other	2789949
Denise M. Sample	Vice president, managing director & stockholder	1 Jan 2002	Other	4340468
Frederick Strong Moseley	Stockholder	1 Dec 2002	Other	341201
Norman Colman Nicholson	Stockholder	1 Dec 2002	Other	4340441
Thomas E Reilly	Director, managing director & stockholder	1 Dec 2002	Other	3091437
John J Cook	Director, managing director & stockholder	1 Dec 2002	Other	2218304

Based in Boston

The principal office where Seaward Management Corp performs its advisory services is located at 10 Post Office Square, Boston, MA 02109 4604, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-426-1196 or by fax 617-426-1694. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.seawardmgmt.com.