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| Siharum Advisors LLC
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|
|---|---|
| CRD # | 147957 |
| SEC # | 801-69495 |
| CIK # | |
| AUM | $560.6 MM (2024-08-26) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 617-428-7500 |
| Address | 10 High Street Boston, MA 02110 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 6.3 |
| (b) Individuals (high net worth individuals) | 76 | 483.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 64.8 |
| (n) Other | 0 | 0.0 |
| Total | 323 | 560.6 |
| By Discretionary | ||
| Discretionary | 285 | 409.5 |
| Non-Discretionary | 38 | 151.0 |
| Total | 323 | 560.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 560.6 | |
| Total | 323 | 560.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
DMKC Advisory Services LLC
✚
|
IA | 0.6 |
|
Heron Bay Capital Management LLC
✚
|
MI | 0.6 |
|
Summit Investment Advisory Services LLC
✚
|
MN | 0.6 |
|
Northern Financial Advisors Inc
✚
|
MI | 0.6 |
|
Trust Advisory Group Ltd
✚
|
MA | 0.6 |
|
Wealthcare Investment Partners LLC
✚
|
RI | 0.6 |
|
Capital Advisers Inc
✚
|
NC | 0.6 |
|
Hurlow Wealth Management Group Inc
✚
|
IN | 0.6 |
|
Ackerman Asset Management LLC
✚
|
MD | 0.6 |
|
Madison Wealth Partners Inc
✚
|
WI | 0.6 |