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David Charles Lenik

SEAFARER CAPITAL PARTNERS, LLC·LARKSPUR, California
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60 E. SIR FRANCIS DRAKE BLVD., LARKSPUR, CA 94939CRD# 2747285Firm CRD# 158671
01

About

David Charles Lenik is a registered financial advisor based in LARKSPUR, California, affiliated with SEAFARER CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
SEAFARER CAPITAL PARTNERS, LLC
SEAFARER CAPITAL PARTNERS, LLC
AUM
$3.5B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at SEAFARER CAPITAL PARTNERS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2747285
Firm CRD# 158671
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Charles Lenik offer?
David Charles Lenik specializes in Investment Management, Fee-Only Advisory. Contact their office in LARKSPUR, California for a consultation.
What are David Charles Lenik's credentials?
David Charles Lenik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Charles Lenik located?
David Charles Lenik is based in LARKSPUR, California, working with SEAFARER CAPITAL PARTNERS, LLC. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does David Charles Lenik charge for services?
David Charles Lenik's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEAFARER CAPITAL PARTNERS, LLC?
SEAFARER CAPITAL PARTNERS, LLC has approximately 19 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LARKSPUR
John Paul Jr Collins — COLLINS & COMPANY, LLCNeal Scott Jacobs — MAVEN EQUITY PARTNERS, LLCJonathan Wyatt Gruber — ROSS CREEK CAPITAL MANAGEMENT, LLCAndrew Theodore Foster — SEAFARER CAPITAL PARTNERS, LLCCharles Joseph Ramos — PRIVATE CAPITAL MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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