Unclaimed Profile

David Charles Lenik

SEAFARER CAPITAL PARTNERS, LLC·LARKSPUR, California

Clean recordSEAFARER CAPITAL PARTNERS, LLC

60 E. SIR FRANCIS DRAKE BLVD., LARKSPUR, CA 94939CRD# 2747285Firm CRD# 158671

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Charles Lenik · LARKSPUR, CA

Registration

CRD #2747285 · SEAFARER CAPITAL PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

SEAFARER CAPITAL PARTNERS, LLC

AUM

$3.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SEAFARER CAPITAL PARTNERS, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2747285

Firm CRD# 158671

View on FINRA BrokerCheck →

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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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