SAIPH CAPITAL, LLC

RIASEC RegisteredEst. 2021
Total AUM
$459M
Discretionary
$418M
91% of AUM
Avg account
$659K
Accounts
697
Employees
4
Advisory reps
2

Firm details

Headquarters
WYCKOFF, New Jersey
CRD number
312119
Registered since
January 17, 2021
Website
saiph.com
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI86.31%
  • Individuals9.98%
  • Banking / Thrift Institutions3.46%
  • Corporations / Businesses0.25%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Saiph Capital, LLC is an independent registered investment advisor organized as an LLC that serves individual and family clients with a mix of financial planning and portfolio management services. The firm offers fee arrangements that include a percentage of assets under management and fixed fees, and it acts as a capital allocator and selector of other advisers when clients need access to outside managers or specialist strategies. Advisory services listed include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of third‑party managers. Investment activity skews toward managed public funds rather than direct-stock concentration. The firm does not identify itself as an active ESG investor, and its regulatory filing indicates its business is focused on a single-state footprint rather than a multi-state advisory platform. Saiph Capital operates with a strong emphasis on discretionary management, using external fund vehicles and chosen managers to implement client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 71%, Exchange Traded Equities 17%, US Government Bonds 7%, Cash & Cash Equivalents 4%, State & Local Bonds 1%71%
  • Public Funds/Mutual Funds71%
  • Exchange Traded Equities17%
  • US Government Bonds7%
  • Cash & Cash Equivalents4%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • PAUL SAXTON

    Chief Executive OfficerCRD 4275511

  • ROBERT CANZANI

    Chief Investment OfficerCRD 4450771

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WYCKOFF, NJ

BERGEN

Location

WYCKOFF, NJ

Headquartered in WYCKOFF, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
BERGEN
Address
244 Everett Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth