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| Sycamore Investment Consulting Services LLC
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|---|---|
| CRD # | 125081 |
| SEC # | 801-134876 |
| CIK # | |
| AUM | $159.6 M (2025-12-15) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 608-827-6414 |
| Address | 701 Deming Way Madison, WI 53717 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 5.0 |
| (b) Individuals (high net worth individuals) | 27 | 90.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 38.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 25.4 |
| (n) Other | 0 | 0.0 |
| Total | 116 | 159.6 |
| By Discretionary | ||
| Discretionary | 116 | 159.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 116 | 159.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.6 | |
| Total | 116 | 159.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Read & Powell Financial Services LLC
✚
|
NV | 0.2 |
|
Wiregrass Investment Management LLC
✚
|
GA | 0.2 |
|
Richey Advisors Inc
✚
|
CA | 0.2 |
|
Zidel Financial Inc
✚
|
CO | 0.2 |
|
Capital Financial LLC
✚
|
MD | 0.2 |
|
CornerStone Alternatives LLC
✚
|
0.2 | |
|
Adare Asset Management LLC
✚
|
PA | 0.2 |
|
Fusco Financial Services Inc
✚
|
FL | 0.2 |
|
USA Financial & Tax Services LLC
✚
|
CT | 0.2 |
|
Strada Financial Group LLC
✚
|
OR | 0.2 |