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 227.1 M (2026-03-24)
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone917-324-1603
Address1120 Avenue of The Americas, Suite 4044
New York, NY 10036-6700
Source [IAPD] [EDGAR]
Total AUM ($M)
2502001501005002005201220192027
CIK Period
0001426774
Sector Form 13F Holdings Value ($M)
Williams Companies Inc 18.6
Visa Inc 16.7
Microsoft Corp 15.1
Kinder Morgan Inc 12.8
AbbVie Inc 12.0
Goldman Sachs Group Inc 9.2
J P Morgan Chase & Co 8.8
Bank of America Corp /DE/ 8.1
Automatic Data Processing Inc 7.6
Qualcomm Inc/DE 6.9
Analog Devices Inc 4.6
Boeing Co 4.6
Paypal Holdings Inc 4.3
Amazon Com Inc 3.7
eBay Inc 3.5
Cisco Systems Inc 3.1
Home Depot Inc 2.9
Wyndham Hotels & Resorts Inc 2.7
Coca Cola Co 2.6
Wal Mart Stores Inc 2.5
Fedex Corp 2.3
Wyndham Worldwide Corp 2.3
Pfizer Inc 2.2
Broadridge Financial Solutions Inc 2.1
Citigroup Inc 2.0
Philip Morris International Inc 1.6
Altria Group Inc 1.4
Oneok Inc /New/ 1.3
Abbott Laboratories 1.2
International Business Machines Corp 1.1
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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) 15 227.1
(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 23 227.1
By Discretionary
Discretionary 20 223.7
Non-Discretionary 3 3.3
Total 23 227.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 227.1
Total 23 227.1
EDGAR Form CIK 2011 - 2026
13F-HR [0001426774]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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