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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

SEEDS

SEEDS INVESTOR LLC, CRD 308909

NEW YORK, 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:ae6de6ba-36b4-acdc-b513-ce21955ec0bb

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Apr 29, 2020 to Jul 9, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.0BItem 5.F on the latest filing (2026-07-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $1.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $334Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 25
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,968
Individual clients: 937
SEC number: 801-124693
CRD: 308909
Filings on the tape: 25
First filed: Apr 29, 2020
Latest filed: Jul 9, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Timothy James McClatchy	n/a	NEW YORK, NY	0	12	1	no
AMY LYNN MAGNOTTA	Chartered Financial Analyst	NEW YORK, NY \| Sarasota , FL	0	19	4	no

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
Conway, Zachary, Adam	CHIEF EXECUTIVE OFFICER	Na	yes	04/2020	Jul 9, 2026	Jul 9, 2026
SEEDS INVESTOR HOLDINGS, INC.	MANAGING MEMBER	E	yes	04/2020	Jul 9, 2026	Jul 9, 2026
Conway, Zachary, Adam	MANAGING MEMBER	D	yes	04/2020	Apr 29, 2020	Sep 20, 2024
Conway, Michael, William	Chairman	Na	no	04/2020	Jul 9, 2026	Jul 9, 2026
Morin, Dianne, Marie	Cco	Na	no	01/2025	Jul 9, 2026	Jul 9, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 15, 2026	$1.0B	$1.0B	25	5	n/a	n/a
2024	Mar 28, 2025	$486M	$486M	19	5	n/a	n/a
2023	Mar 28, 2024	$165M	$165M	18	2	n/a	n/a
2022	Mar 20, 2023	$71.7M	$71.7M	8	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	1	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.0B	$486M	106.2%	$71.7M	140.8%	25	19	0	0

Relationships

Registered with (3)

← AMY LYNN MAGNOTTAAdvisorregistration: current employment
Jul 8, 2026 to presentfactForm ADV
← Timothy James McClatchyAdvisorregistration: current employment
Apr 20, 2026 to presentfactForm ADV
← Zachary Adam ConwayAdvisorregistration: current employment
Jul 27, 2021 to presentfactForm ADV

Owns (1)

← Conway, Michael, WilliamOwnerCHAIRMAN, ownership code NA, individual
Sep 20, 2024 to Sep 20, 2024factForm ADV

Controls (2)

← Conway, Zachary, AdamOwnerMANAGING MEMBER, ownership code D, individual
Apr 29, 2020 to Sep 20, 2024factForm ADV
← SEEDS INVESTOR HOLDINGS, INC.OwnerMANAGING MEMBER, ownership code E, domestic entity
Sep 20, 2024 to Sep 20, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Seeds reported RAUM $1.0B, up 106% from $485.6M (2025-06-09 to 2026-03-31)
Form ADVobserved 4 days ago
$516M
Occurred
Mar 28, 2025
Regulatory AUM changed
Seeds reported RAUM $485.6M, up 194% from $165.5M (2024-09-20 to 2025-03-28)
Form ADVobserved 4 days ago
$320M
Occurred
Sep 20, 2024
Control person left
Ann Stephanie Lawrence (Chief Operating Officer) no longer on Schedule A of Seeds (listed 2024-09-12, absent 2024-09-20)
Form ADVobserved 4 days ago
Occurred
Apr 24, 2023
Control person joined
Ann Stephanie Lawrence (Chief Operating Officer) appeared on Schedule A of Seeds
Form ADVobserved 4 days ago
Occurred
Apr 29, 2020
First Form ADV filing
Seeds Investor Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ae6de6ba-36b4-acdc-b513-ce21955ec0bb
First observed: Apr 29, 2020
Last observed: Jul 9, 2026 2 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.

SEEDS

SEEDS INVESTOR LLC, CRD 308909

NEW YORK, 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:ae6de6ba-36b4-acdc-b513-ce21955ec0bb

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:37 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Timothy James McClatchy

n/a

NEW YORK, NY

AMY LYNN MAGNOTTA

Chartered Financial Analyst

NEW YORK, NY | Sarasota , FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Conway, Zachary, Adam

CHIEF EXECUTIVE OFFICER

yes

04/2020

Jul 9, 2026

SEEDS INVESTOR HOLDINGS, INC.

MANAGING MEMBER

yes

04/2020

Jul 9, 2026

Conway, Zachary, Adam

MANAGING MEMBER

yes

04/2020

Apr 29, 2020

Sep 20, 2024

Conway, Michael, William

Chairman

04/2020

Jul 9, 2026

Morin, Dianne, Marie

Cco

01/2025

Jul 9, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 15, 2026

$1.0B

n/a

2024

Mar 28, 2025

$486M

n/a

2023

Mar 28, 2024

$165M

n/a

2022

Mar 20, 2023

$71.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.0B

$486M

106.2%

$71.7M

140.8%