Sebago Capital LLC (Solana Beach)


Sebago Capital LLC is an adviser based in Solana Beach. It manages $17 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005.

Logo

Sebago Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sebago Capital: assets under management

The assets under management (AUM) of Sebago Capital LLC is $17 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.67 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sebago Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Solana Beach

The principal office where Sebago Capital LLC performs its advisory services is located at 462 Stevens Ave., Solana Beach, CA 92075, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (858) 755-2021 or by fax (888) 792-7071. The normal business hours are 6:00 a.m. - 2:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.sebagocap.com.