|
⚲
|
| Siharum Advisors LLC
✚
|
|
|---|---|
| CRD # | 147957 |
| SEC # | 801-69495 |
| CIK # | |
| AUM | $489.6 MM (2023-03-14) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 617-428-7500 |
| Address | 20 Park Plaza Boston, MA 02116 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 9.8 |
| (b) Individuals (high net worth individuals) | 73 | 414.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 59.7 |
| (n) Other | 0 | 0.0 |
| Total | 338 | 489.6 |
| By Discretionary | ||
| Discretionary | 294 | 348.9 |
| Non-Discretionary | 44 | 140.7 |
| Total | 338 | 489.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 489.6 | |
| Total | 338 | 489.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Knightsbridge Asset Management LLC
✚
|
CA | 0.5 |
|
High Note Wealth LLC
✚
|
MN | 0.5 |
|
Climber Capital Sa
✚
|
0.5 | |
|
Socorro Asset Management LP
✚
|
TX | 0.5 |
|
Beck Bode LLC
✚
|
MA | 0.5 |
|
First Fiduciary Investment Counsel Inc
✚
|
OH | 0.5 |
|
Northeast Advisers Inc
✚
|
PA | 0.5 |
|
TRB Wealth Management LLC
✚
|
TX | 0.5 |
|
Lorne Steinberg Wealth Management Inc
✚
|
0.5 | |
|
Kaye Capital Management
✚
|
CA | 0.5 |