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| Sippican Capital Advisors LLC
✚
| |
|---|---|
| CRD # | 155188 |
| SEC # | 801-71870 |
| CIK # | 0001557406 |
| AUM | $144.0 MM (2024-03-21) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 857-263-8101 |
| Address | 125 High St, Suite 1802 Boston, MA 02110-2704 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TBBK | 1,107.7 | 6.0 | |
| NVR | 12,998.5 | 3.9 | |
| XOM | 385,508.3 | 3.4 | |
| TFIN | 3.2 | ||
| LLY | 301,789.7 | 3.1 | |
| CVX | 294,604.1 | 3.0 | |
| GE | 72,511.8 | 2.7 | |
| ABBV | 269,466.6 | 2.7 | |
| LEN | 20,607.5 | 2.6 | |
| MRK | 232,371.9 | 2.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 150 | 114.0 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 30.0 |
| (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 | 150 | 144.0 |
| By Discretionary | ||
| Discretionary | 150 | 144.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 150 | 144.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.0 | |
| Total | 150 | 144.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001557406] |
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