|
⚲
|
| Sincerus Advisory LLC
✚
|
|
|---|---|
| CRD # | 300559 |
| SEC # | 801-119083 |
| CIK # | 0002050968 |
| AUM | $180.1 M (2025-05-29) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 212-203-7376 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 2.1 | ||
| Digitalocean Holdings Inc | 1.6 | ||
| Facebook Inc | 1.4 | ||
| Apple Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 50.7 |
| (b) Individuals (high net worth individuals) | 45 | 97.5 |
| (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 | 1 | 1.4 |
| (h) Charitable organizations | 3 | 18.6 |
| (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 | 5 | 11.9 |
| (n) Other | 0 | 0.0 |
| Total | 562 | 180.1 |
| By Discretionary | ||
| Discretionary | 559 | 163.5 |
| Non-Discretionary | 3 | 16.6 |
| Total | 562 | 180.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 179.9 | |
| Total | 562 | 180.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002050968] |
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|---|---|---|
|
Cobblestone Asset Management LLC
✚
|
VA | 0.2 |
|
Beers Kight Financial Advisors LLC
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|
SC | 0.2 |
|
Hensler & Associates Wealth Management LLC
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MI | 0.2 |
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Harbour Financial Resources Ltd
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IL | 0.2 |
|
IBN Financial Services Inc
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NY | 0.2 |
|
North Ridge Wealth Advisors Inc
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|
OR | 0.2 |
|
Jim Saulnier & Associates LLC
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|
CO | 0.2 |
|
DWR Wealth Management LLC
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|
CA | 0.2 |
|
Forteris Wealth Management Inc
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|
NY | 0.2 |
|
Lifetime Wealth Management PC
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|
TX | 0.2 |