Seaport Research Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
40
0% high-net worth
Advisors
1
of 38 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
TypicalAverage account size
$0
About
Seaport Research Partners LLC primarily serves institutional clients — treating each investment portfolio team within an institutional firm as a separate client — as well as other investment advisers, charitable organizations, corporations, and business entities. The firm provides tiered and a la carte investment research and advisory services, including company-specific reports, sector analyses, bespoke projects, corporate services, and event-based offerings; it does not execute trades, custody assets, or provide investment supervisory services.
SRP’s analysts combine fundamental and technical analysis to publish Buy/Neutral/Sell recommendations with a 12–18 month outlook and accompanying financial projections, valuation analysis, and price targets; research is disseminated through an online library and periodic publications delivered daily, weekly, and monthly. Clients can supplement published research with analyst consultations, Excel research models, corporate-access events, educational seminars, and proprietary quantitative and qualitative data offered on an opt‑in/subscription basis.
Distinctive features relative to many supported firms include a subscription-style, per-analyst billing model rather than percentage-of-AUM fees, and a stated lack of portfolio management or custody services for clients. The firm is affiliated with a broker‑dealer and several SRP personnel are registered representatives of that affiliate (with one senior officer spending the majority of his time in that outside role), a relationship disclosed in the brochure and relevant to clients assessing potential conflicts of interest.
Client services
Newsletters or periodicals
Educational seminars or workshops
Security ratings or pricing
Corporate access, meeting services
Expertise
Active portfolio management
Occupation focus
Executive
Fee options
Bespoke Projects: $500 – $50,000; Corporate Services: $1,000 – $100,000; Meeting Services: $100 – $25,000; Individual Services: $50 – $20,000; Conference Fees: $100 – $25,000 per meeting; Data Services: $100 – $300,000
Minimum fee: Tier 3 minimum fee for multiple analysts: $15,000/year; Tier 2 minimum fee for multiple analysts: $25,000/year; Tier 1 minimum fee for multiple analysts: $75,000/year Fee-only: Tier 3 Service: $3,000 – $12,000/year per analyst; Tier 2 Service: $12,000 – $40,000/year per analyst; Tier 1 Service: $40,000 – $250,000/year per analyst; Fees for multiple analysts subject to minimum fees per tier
Main office location
Seaport Research Partners LLC
190 S Lasalle Street, Suite 570
Chicago IL 60603, United States
Number of offices
2
Most active in
Seaport Research Partners LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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