Sippican Capital Advisors LLC

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Assets, Funds, Holdings

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Sippican Capital Advisors LLC
CRD #155188
SEC #801-71870
CIK #0001557406
AUM $160.0 M (2025-03-12)
Employees 5 (80% Investors, 0% Brokers)
Phone857-263-8101
Address125 High St, Suite 1802
Boston, MA 02110-2704
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
16012896643202009201420202026
Sector Form 13F Holdings Value ($M)
Bancorp Inc 8.9
General Electric Co 4.1
NVR Inc 3.8
Exxon Mobil Corp 3.2
Triumph Bancorp Inc 3.1
3M Co 3.0
Chevron Corp 2.7
Bristol Myers Squibb Co 2.6
AbbVie Inc 2.6
Columbia Banking System Inc 2.6
View All
Holdings by Sector ($M)
15012090603002014201820222026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 150 126.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 33.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 150 160.0
By Discretionary
Discretionary 150 160.0
Non-Discretionary 0 0.0
Total 150 160.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 160.0
Total 150 160.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001557406]
Comparable Firms State AUM ($B)
Durante & Waters LLC
NY 0.2
Paradigm Capital Management LLC
NV 0.2
Blueprint Wealth Management Inc
MD 0.2
Global Wealth Strategies LLC
CA 0.2
North Forty Two & Co
OR 0.2
Godfrey Financial Associates Inc
NY 0.2
Harbor Asset Planning Inc
0.2
Hoffman Capital Advisors LLC
PA 0.2
MRD Inc
0.2
Lewis Capital Management LLC
CA 0.2
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