|
⚲
|
| Siharum Advisors LLC
✚
|
|
|---|---|
| CRD # | 147957 |
| SEC # | 801-69495 |
| CIK # | |
| AUM | $687.5 M (2026-03-09) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 617-428-7500 |
| Address | 10 High Street Boston, MA 02110 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 4.4 |
| (b) Individuals (high net worth individuals) | 83 | 602.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 11.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 68.4 |
| (n) Other | 0 | 0.0 |
| Total | 353 | 687.5 |
| By Discretionary | ||
| Discretionary | 299 | 524.5 |
| Non-Discretionary | 54 | 163.0 |
| Total | 353 | 687.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 687.5 | |
| Total | 353 | 687.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Plan Group Financial Inc
✚
|
OK | 0.7 |
|
East End Financial Group Inc
✚
|
NY | 0.7 |
|
Nvest Financial LLC
✚
|
NH | 0.7 |
|
Atwater Malick LLC
✚
|
PA | 0.7 |
|
Stenger Family Office LLC
✚
|
IL | 0.7 |
|
Wealth Management Advisors LLC
✚
|
SC | 0.7 |
|
Ma Private Wealth LLC
✚
|
CA | 0.7 |
|
Thayer Partners LLC
✚
|
0.7 | |
|
Sandy Cove Advisors LLC
✚
|
MA | 0.7 |
|
Providence Wealth Advisors LLC
✚
|
IL | 0.7 |