SEASONAL STRATEGY

SEASONAL STRATEGY of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 134456). Regulatory assets under management: $65.5M.

Registration

• CRD: 134456
• SEC file number: 801-67671
• Type: Registered investment adviser
• Location: 870 MARKET STREET, SUITE 919, SAN FRANCISCO, CA, 94102
• Phone: (415) 956-1721
• Latest filing: 2026-03-31
• Regulatory AUM: $65.5M
• Discretionary AUM: $63.4M
• Non-discretionary AUM: $2.1M
• Clients: 2
• Accounts: 123

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134456 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search