9AT: SEABIRD INVESTMENT PARTNERS

Adviser Profile

As of Date	04/20/2026
Registration	SEC, Approved, 06/08/2016
ADV Location	SAN DIEGO, CA, United States
Contact Info	858 xxxxxxx
Websites

AUM^*	419,136,366 52%
of that, discretionary	419,136,366 52%
Number of Employees	6
of those in investment advisory functions	5
Private Fund GAV^*	0
Avg Account Size	1,420,801 16%
% High Net Worth	45.61% -7%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- State or municipal government entities
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser HILLMAN CAPITAL MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM195.9m	#Funds-
Adviser MUHLENKAMP & CO INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM435.8m	#Funds-
Adviser BURGESS CHAMBERS & ASSOCIATES INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM165.9m	#Funds-
Adviser KEELEY-TETON ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM12.6m	#Funds-
Adviser SAGA PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM15.2m	#Funds-
Adviser QUANTUM CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-
Adviser COPELAND CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.1b	#Funds-
Adviser MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM577.0m	#Funds-
Adviser BROADCORE INVESTMENTS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM13.0m	#Funds-
Adviser CORNERSTONE SELECT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM315.3m	#Funds-

Brochure Summary

Overview

Seabird Investment Partners (“the Adviser”) has been in business since June 2016 and Mr. Arch Peregoff and Joseph Di Scala are the principal owners. Investment Management Services The Adviser provides investment management services to its clients on a discretionary basis. When the Adviser manages client assets on a discretionary basis, the Adviser executes securities transactions for clients without having to obtain specific client consent prior to each transaction. Discretionary authority is limited to investments within a client’s managed accounts. However, clients may impose restrictions on investing in certain securities or types of securities. The Adviser provides investment management services that include, among other things, advice regarding asset allocation and the selection

of investments, portfolio design, investment plan implementation and ongoing investment monitoring. The Adviser relies on the stated objectives of the client and considers the client’s risk profile and financial status prior to making any recommendations. The Adviser doesn’t participate in wrap fee programs by providing portfolio management or any other services. Assets Under Management As of December 31, 2023, the Adviser managed $275,839,529 in client assets on a discretionary basis. Conflicts of Interest All material conflicts of interest are disclosed regarding the investment adviser, its representatives or any of its employees, which could be reasonably expected to impair the rendering of unbiased and objective advice, are disclosed within this brochure.

SEABIRD INVESTMENT PARTNERS

SEABIRD INVESTMENT PARTNERS

ARCH PEREGOFF, INC.

SEABIRD FINANCIAL CORPORATION

SEABIRD FINANCIAL

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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SEABIRD INVESTMENT PARTNERS SEABIRD INVESTMENT PARTNERS ARCH PEREGOFF, INC. SEABIRD FINANCIAL CORPORATION SEABIRD FINANCIAL

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

SEABIRD INVESTMENT PARTNERS

SEABIRD INVESTMENT PARTNERS

ARCH PEREGOFF, INC.

SEABIRD FINANCIAL CORPORATION

SEABIRD FINANCIAL