Seaport Research Partners

What Seaport Research Partners does

Seaport Research Partners is a private institutional investment research and advisory platform founded in 2019 and headquartered in Chicago, operating as a subsidiary of Seaport Global Holdings LLC. It is structured as a dual-entity firm: Seaport Research Partners LLC is a Registered Investment Adviser registered with the state of Illinois, while Seaport Global Securities LLC (doing business as Seaport Research Partners) is an SEC-registered broker-dealer and member of FINRA and SIPC. UK distribution is supported through The Seaport Group Europe LLP, which is FCA-authorized, and the firm relies on the International Dealer Exemption for Canadian coverage. The platform provides exclusive investment research, bespoke analysis, and idea-generation content to qualified institutional buyers, sophisticated institutional investors, market professionals, RIA clients, broker-dealer clients, and corporate clients, using a 210-strong senior sales and trading team with access to over 4,000 institutional accounts across the capital structure.

The business model combines recurring investment advisory fees (RIA clients) with transaction-based revenue from brokerage commissions, mark-ups and mark-downs, and market-making activities in equity securities (B-D clients). The platform's core product offering — built around self-driven analysts granted ownership, independence, and favorable economics — extends beyond written research into multi-sector and niche industry conferences, C-level corporate marketing, field trips, and expert network events. Distribution is conducted through a direct institutional sales force across five US offices (Chicago, New York, Boston, Houston, Costa Mesa), supplemented by a secure client research portal. The value proposition to analysts emphasizes infrastructure, regulatory compliance, established client relationships, and revenue synergies across the platform, while buy-side and corporate clients are offered exclusive analyst access and premier access opportunities.

The firm is privately held, does not disclose revenue or funding, and operates without disclosed AI/ML capabilities or proprietary technology stack. The 2019 founding predates the 2023-era commission pressures on independent research, and the dual RIA/B-D structure, multi-jurisdictional regulatory footprint, and large institutional account base collectively form the core competitive positioning.

Name

Seaport Research Partners

Legal name

Seaport Research Partners LLC

Website

https://seaportrp.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Seaport Research Partners is a private institutional investment research and advisory platform founded in 2019, providing equity research, bespoke analysis, and brokerage services to qualified institutional buyers, RIA clients, and broker-dealer clients through a 210-person sales force and 4,000+ institutional accounts across the US, UK, and Canada.

Ownership category

akta.pro rank

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Seaport Research Partners LLC provides investment advisory services including research reports to RIA clients. The RIA is registered with the state of Illinois as a Registered Investment Adviser.
2. Brokerage and Research Services: Seaport Global Securities LLC, a division dba Seaport Research Partners, provides research reports and brokerage services to B-D clients. Revenue includes commissions, mark-ups, mark-downs and other fees on securities transactions. The firm also engages in market making activities in various equity securities.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels1 record

Core offering

Seaport Research Partners is an investment research and advisory firm that provides investment advisory services through a registered investment adviser and brokerage services through its affiliated broker-dealer. The firm delivers research coverage and capital markets advisory to institutional clients as a division of Seaport Global Securities LLC.

Product overview

Seaport Research Partners operates as a unified investment research and advisory platform consisting of its core Investment Research Platform providing exclusive institutional research, an Analyst Support Infrastructure offering infrastructure and compliance for analysts, and Institutional Client Services delivering bespoke analysis and premier access. The platform is designed for institutional clients seeking differentiated investment research through an innovative business model that empowers analysts.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services Investment advisory services delivered through a registered investment adviser (RIA) to institutional clients, providing strategic counsel and portfolio guidance.
• Brokerage Services Brokerage execution services delivered through an affiliated broker-dealer (B-D) for institutional clients transacting in capital markets.
• Investment Research Institutional investment research coverage providing analysis and insights to inform investment decisions for institutional clients.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Robert W. Baird: Private mid-market broker-dealer offering institutional research, sales, trading, and investment banking services to a similar buy-side customer base.
• Wolfe Research: Private boutique equity research and trading platform with a similar focus on institutional clients and a comparable analyst-led business model, making it a direct peer in the boutique research category.
• Piper Sandler: Mid-market broker-dealer with a strong institutional equity research franchise and capital markets business, closely matching Seaport Research Partners' business mix across research, sales, trading, and investment banking.
• William Blair: Private mid-market investment firm with institutional equity research, investment banking, and asset management, paralleling Seaport's combination of RIA advisory and broker-dealer functions.
• TD Cowen: Mid-market broker-dealer with institutional equity research, sales, and trading focus, serving a comparable mix of buy-side institutional clients and corporate issuers.
• Loop Capital Markets: Private minority-owned broker-dealer offering institutional sales, trading, equity research, and investment banking to a comparable institutional client base.

Broad incumbents

• Cantor Fitzgerald: Private diversified financial services firm with institutional brokerage, equity research, and capital markets activities serving a similar buy-side client base.
• Stifel Financial: Larger full-service broker-dealer with institutional research, capital markets, and wealth management, providing comparable but broader institutional coverage than Seaport Research Partners.
• Guggenheim Securities: Larger diversified investment bank with institutional equity research, sales, trading, and capital markets, overlapping with Seaport's mid-market institutional coverage.
• Jefferies Financial Group: Larger full-service broker-dealer with extensive institutional equity research, sales, trading, and capital markets capabilities, providing overlapping coverage of similar institutional buy-side clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Seaport Research Partners