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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

SEAVEST FAMILY OFFICE

SEAVEST FAMILY OFFICE LLC, CRD 161672

WHITE PLAINS, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5244b75d-4b09-628b-c0d3-03a98cc5d371

Data as of Feb 17, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 3
Observed: Feb 17, 2012 to Feb 17, 2012
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Seavest Family Office

Private equity manager · shared crd

Private Creditidentity

SEAVEST FAMILY OFFICE

Private credit manager · shared crd

Real Estate Fundsidentity

Seavest Family Office

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $129MItem 5.F on the latest filing (2012-02-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $129M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 12
Private funds: 7Schedule D 7.B(1)
Private fund GAV: $61.8Mgross asset value as reported per fund; never fund size
Custody, client assets: $129M
SEC number: 801-74350
CRD: 161672
Filings on the tape: 1
First filed: Feb 17, 2012
Latest filed: Feb 17, 2012
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
FOURTH GENERATION PARTNERS	Real Estate Fund	$22.2M	Feb 17, 2012	12	Feb 14, 2012	reported	n/a
SEAVEST CREDIT, LLC	Real Estate Fund	$12.7M	Feb 17, 2012	6	Feb 17, 2012	reported	n/a
FOURTH GENERATION PRIVATE EQUITY PARTNERS	Private Equity Fund	$11.7M	Feb 17, 2012	12	Feb 14, 2012	reported	n/a
4TH SECURITIES	Other Private Fund	$8.8M	Feb 17, 2012	12	Feb 17, 2012	reported	n/a
SEGAL VENTURES, LLC	Real Estate Fund	$4.6M	Feb 17, 2012	6	Feb 17, 2012	reported	n/a
LOV JEN PARTNERS	Other Private Fund	$885,000	Feb 17, 2012	12	Feb 17, 2012	reported	n/a
VEST POCKET	Real Estate Fund	$876,150	Feb 17, 2012	5	Feb 14, 2012	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SEGAL, NICHOLAS, ADRIAN	Member	Na	yes	12/2008	Feb 17, 2012	Feb 17, 2012
SEGAL, RICHARD, DAVID	CHIEF EXECUTIVE OFFICER, MEMBER	E	yes	12/2008	Feb 17, 2012	Feb 17, 2012
SIRI, LEOR	CHIEF FINANCIAL OFFICER	Na	no	01/2012	Feb 17, 2012	Feb 17, 2012
WALDEN, MICHAEL, EDWARD	PRESIDENT, CCO	Na	no	01/2012	Feb 17, 2012	Feb 17, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SEAVEST CAPITAL PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a
SEAVEST HEALTHCARE PROPERTIES, LLC	n/a	n/a	n/a	N	yes	n/a
SEAVEST INC	n/a	n/a	n/a	N	yes	n/a

Relationships

Advises (7)

→ LOV JEN PARTNERSPrivate fundOther Private Fund, IA
Feb 17, 2012 to presentfactForm ADV
→ VEST POCKETPrivate fundReal Estate Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ FOURTH GENERATION PARTNERSPrivate fundReal Estate Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ SEGAL VENTURES, LLCPrivate fundReal Estate Fund, IA
Feb 17, 2012 to presentfactForm ADV
→ 4TH SECURITIESPrivate fundOther Private Fund, IA
Feb 17, 2012 to presentfactForm ADV
→ SEAVEST CREDIT, LLCPrivate fundReal Estate Fund, IA
Feb 17, 2012 to presentfactForm ADV
→ FOURTH GENERATION PRIVATE EQUITY PARTNERSPrivate fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV

Owns (2)

← SIRI, LEOROwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Feb 17, 2012 to presentfactForm ADV
← WALDEN, MICHAEL, EDWARDOwnerPRESIDENT, CCO, ownership code NA, individual
Feb 17, 2012 to presentfactForm ADV

Controls (2)

← SEGAL, RICHARD, DAVIDOwnerCHIEF EXECUTIVE OFFICER, MEMBER, ownership code E, individual
Feb 17, 2012 to presentfactForm ADV
← SEGAL, NICHOLAS, ADRIANOwnerMEMBER, ownership code NA, individual
Feb 17, 2012 to presentfactForm ADV

Affiliated with (1)

← SEAVEST CAPITAL PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5244b75d-4b09-628b-c0d3-03a98cc5d371
First observed: Feb 17, 2012
Last observed: Feb 17, 2012 177 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SEAVEST FAMILY OFFICE

SEAVEST FAMILY OFFICE LLC, CRD 161672

WHITE PLAINS, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5244b75d-4b09-628b-c0d3-03a98cc5d371

Data as of Feb 17, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:50 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

FOURTH GENERATION PARTNERS

Real Estate Fund

$22.2M

Feb 17, 2012

Feb 14, 2012

reported

n/a

SEAVEST CREDIT, LLC

Real Estate Fund

$12.7M

Feb 17, 2012

reported

n/a

FOURTH GENERATION PRIVATE EQUITY PARTNERS

Private Equity Fund

$11.7M

Feb 17, 2012

Feb 14, 2012

reported

n/a

4TH SECURITIES

Other Private Fund

$8.8M

Feb 17, 2012

reported

n/a

SEGAL VENTURES, LLC

Real Estate Fund

$4.6M

Feb 17, 2012

reported

n/a

LOV JEN PARTNERS

Other Private Fund

$885,000

Feb 17, 2012

reported

n/a

VEST POCKET

Real Estate Fund

$876,150

Feb 17, 2012

Feb 14, 2012

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SEGAL, NICHOLAS, ADRIAN

Member

yes

12/2008

Feb 17, 2012

SEGAL, RICHARD, DAVID

CHIEF EXECUTIVE OFFICER, MEMBER

yes

12/2008

Feb 17, 2012

SIRI, LEOR

CHIEF FINANCIAL OFFICER

01/2012

Feb 17, 2012

WALDEN, MICHAEL, EDWARD

PRESIDENT, CCO

01/2012

Feb 17, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SEAVEST CAPITAL PARTNERS, LLC

n/a

yes

n/a

SEAVEST HEALTHCARE PROPERTIES, LLC

n/a

yes

n/a

SEAVEST INC

n/a

yes

n/a