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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

SEACREST INVESTMENT MANAGEMENT, LLC

CRD 143670

PURCHASE, NY

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Search this name across graphsid dfx:ria:c5dcbe30-f9f4-242e-fb9d-660d18fd2e9d

Data as of Feb 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 1
Observed: Mar 19, 2012 to Feb 13, 2026
26 observations

Across DFX

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

Private Creditidentity

SEACREST INVESTMENT MANAGEMENT, LLC

Private credit manager · shared crd

Facts

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

Firm class: mixed wealth managerderivedprivate_client_share=0.23 fund_share=0.0 institutional_share=0.65 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $111MItem 5.F on the latest filing (2026-02-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $111M
Private client RAUM: $26.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 23%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $37.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 70
Individual clients: 15
Custody, client assets: $17.1M
SEC number: 801-71148
CRD: 143670
Filings on the tape: 26
First filed: Mar 19, 2012
Latest filed: Feb 13, 2026
Organised: Limited Liability Company, DE
Website: seacrestim.com

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
JEFFREY ALLEN MEYER	Certified Financial Planner\|Chartered Financial Analyst	Rapid City, SD \| PURCHASE, NY	15	30	2	yes
RONALD R LENIHAN	n/a	PURCHASE, NY \| Troy, MI \| TROY, MI	15	20	n/a	yes
HOWARD ALAN SCHLOSS	n/a	PURCHASE, NY \| REDDING, CT	7	35	n/a	no

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
SEACREST EMERGING MARKET DEBT PARTNERS, L.P.	Hedge Fund	$2.6M	Sep 17, 2014	10	Mar 19, 2012	dropped	021-96915

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
GUPTA, RAJESH, KUMAR	PARTNER EMERITUS	C	yes	04/2008	Mar 19, 2012	Mar 21, 2024
LENIHAN, RONALD, R	MANAGING MEMBER	C	yes	04/2008	Mar 19, 2012	Mar 21, 2024
LENIHAN, RONALD, R	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	Na	yes	06/2006	Mar 19, 2012	Mar 21, 2024
SEACREST MANAGEMENT, LLC	Member	E	yes	04/2008	Mar 19, 2012	Mar 21, 2024

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
SEACREST WEALTH MANAGEMENT, LLC	n/a	Independent wealth	$1.5B	N	yes	n/a
SEACREST FINANCIAL SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
RAPID CITY	Sd	United States	2	yes
Troy	Mi	United States	1	yes
n/a	n/a	n/a	1	no

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 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 13, 2026	$111M	$111M	3	3	3	n/a	n/a
2024	Feb 28, 2025	$104M	$104M	3	3	3	n/a	n/a
2023	Mar 21, 2024	$105M	$105M	4	3	3	n/a	n/a
2022	Mar 8, 2023	$101M	$101M	5	3	3	n/a	n/a
2021	Mar 30, 2022	$122M	$122M	4	3	3	n/a	n/a
2020	Mar 22, 2021	$122M	$122M	6	5	3	n/a	n/a
2019	Mar 15, 2020	$158M	$158M	6	5	3	n/a	n/a
2018	Mar 20, 2019	$144M	$144M	7	7	2	n/a	n/a
2017	Mar 27, 2018	$149M	$149M	7	6	2	n/a	n/a
2016	Mar 31, 2017	$138M	$138M	6	6	n/a	n/a	n/a
2015	Feb 12, 2016	$136M	$136M	11	8	n/a	n/a	n/a
2014	Mar 16, 2015	$131M	$131M	11	8	n/a	n/a	n/a
2013	Apr 3, 2014	$138M	$138M	11	8	n/a	1	$2.6M
2012	Feb 21, 2013	$128M	$128M	11	8	n/a	1	$3.0M
2011	Mar 19, 2012	$131M	$131M	n/a	n/a	n/a	1	$2.5M

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
0	0	0	0.0%	0	0	0	0	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	$111M	$104M	7.1%	$101M	3.3%	3	3	3	3

Relationships

Affiliated with (2)

← SEACREST WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ SEACREST WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (3)

← HOWARD ALAN SCHLOSSAdvisorregistration: current employment
May 13, 2019 to presentfactForm ADV
← JEFFREY ALLEN MEYERAdvisorregistration: current employment
Sep 19, 2017 to presentfactForm ADV
← RONALD R LENIHANAdvisorregistration: current employment
May 5, 2011 to presentfactForm ADV

Controls (3)

← LENIHAN, RONALD, ROwnerMANAGING MEMBER, ownership code C, individual
Mar 19, 2012 to Mar 21, 2024factForm ADV
← GUPTA, RAJESH, KUMAROwnerPARTNER EMERITUS, ownership code C, individual
Mar 19, 2012 to Mar 21, 2024factForm ADV
← SEACREST MANAGEMENT, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 19, 2012 to Mar 21, 2024factForm ADV

Advises (1)

→ SEACREST EMERGING MARKET DEBT PARTNERS, L.P.Private fundHedge Fund, IA, no longer reported
Mar 19, 2012 to Sep 17, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c5dcbe30-f9f4-242e-fb9d-660d18fd2e9d
First observed: Mar 19, 2012
Last observed: Feb 13, 2026 7 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.

SEACREST INVESTMENT MANAGEMENT, LLC

CRD 143670

PURCHASE, 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:c5dcbe30-f9f4-242e-fb9d-660d18fd2e9d

Data as of Feb 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY ALLEN MEYER

Certified Financial Planner|Chartered Financial Analyst

Rapid City, SD | PURCHASE, NY

yes

RONALD R LENIHAN

n/a

PURCHASE, NY | Troy, MI | TROY, MI

n/a

yes

HOWARD ALAN SCHLOSS

n/a

PURCHASE, NY | REDDING, CT

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SEACREST EMERGING MARKET DEBT PARTNERS, L.P.

Hedge Fund

$2.6M

Sep 17, 2014

Mar 19, 2012

dropped

021-96915

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GUPTA, RAJESH, KUMAR

PARTNER EMERITUS

yes

04/2008

Mar 19, 2012

Mar 21, 2024

LENIHAN, RONALD, R

MANAGING MEMBER

yes

04/2008

Mar 19, 2012

Mar 21, 2024

LENIHAN, RONALD, R

MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER

yes

06/2006

Mar 19, 2012

Mar 21, 2024

SEACREST MANAGEMENT, LLC

Member

yes

04/2008

Mar 19, 2012

Mar 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SEACREST WEALTH MANAGEMENT, LLC

n/a

Independent wealth

$1.5B

yes

n/a

SEACREST FINANCIAL SERVICES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

RAPID CITY

United States

yes

Troy

United States

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 13, 2026

$111M

n/a

2024

Feb 28, 2025

$104M

n/a

2023

Mar 21, 2024

$105M

n/a

2022

Mar 8, 2023

$101M

n/a

2021

Mar 30, 2022

$122M

n/a

2020

Mar 22, 2021

$122M

n/a

2019

Mar 15, 2020

$158M

n/a

2018

Mar 20, 2019

$144M

n/a

2017

Mar 27, 2018

$149M

n/a

2016

Mar 31, 2017

$138M

n/a

2015

Feb 12, 2016

$136M

n/a

2014

Mar 16, 2015

$131M

n/a

2013

Apr 3, 2014

$138M

n/a

$2.6M

2012

Feb 21, 2013

$128M

n/a

$3.0M

2011

Mar 19, 2012

$131M

n/a

$2.5M

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

$111M

$104M

7.1%

$101M

3.3%