Overview
Assets Under Management: $144 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 150
Average Client Assets: $843,333
Frequently Asked Questions
SIPPICAN CAPITAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155188), SIPPICAN CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
SIPPICAN CAPITAL ADVISORS LLC is headquartered in BOSTON, MA.
SIPPICAN CAPITAL ADVISORS LLC serves 150 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, SIPPICAN CAPITAL ADVISORS LLC offers portfolio management for individuals. View all service details ↓
SIPPICAN CAPITAL ADVISORS LLC manages $144 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, SIPPICAN CAPITAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.06
Average High-Net-Worth Client Assets: $843,333
Total Client Accounts: 150
Discretionary Accounts: 150
Regulatory Filings
CRD Number: 155188
Last Filing Date: 2024-03-21 00:00:00
Website: https://sippicancapital.com