RMSincerbeaux Capital Management LLC

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Assets, Funds, Holdings

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RMSincerbeaux Capital Management LLC
CRD #145159
SEC #801-68388
CIK #0001426774
AUM $230.0 M (2025-06-06)
Employees 1 (100% Investors, 0% Brokers)
Phone917-324-1603
Address1120 6th Avenue, Suite 4044
New York, NY 10036-6700
Source [IAPD] [EDGAR]
Total AUM ($M)
2502001501005002006201220192026
Sector Form 13F Holdings Value ($M)
Microsoft Corp 22.4
VISA Inc 20.5
Williams Companies Inc 18.0
Automatic Data Processing Inc 11.5
Kinder Morgan Inc 11.2
AbbVie Inc 10.3
J P Morgan Chase & Co 8.7
Qualcomm Inc/DE 8.6
Bank of America Corp /DE/ 7.8
Goldman Sachs Group Inc 7.4
View All
Holdings by Sector ($M)
180144108723602014201820222026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 15 230.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 15 230.0
By Discretionary
Discretionary 13 227.1
Non-Discretionary 2 2.9
Total 15 230.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 230.0
Total 15 230.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001426774]
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