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David Charles Lenik

SEAFARER CAPITAL PARTNERS, LLC·LARKSPUR, California
SIE, Series 7, Series 24, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SEAFARER CAPITAL PARTNERS, LLC
CRD 158671 · SEC 801-72898
AUM
$3.5B
Regulatory assets under management
Employees
19
2 client accounts
Services offered by SEAFARER CAPITAL PARTNERS, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at SEAFARER CAPITAL PARTNERS, LLC →
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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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Other Advisors at SEAFARER CAPITAL PARTNERS, LLC

Catherine Gray Jaquet
LARKSPUR, CA
Michelle Marie Foster
LARKSPUR, CA

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