Sicart Associates, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 285275
- Registered since
- September 29, 2016
- Website
- www.sicartassociates.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI92.82%
- Pooled Investment Vehicles5.12%
- Individuals2.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sicart Associates, LLC is an independent, SEC-registered investment adviser (registered in 2016) that serves both individual/family and institutional clients. The firm operates as a capital allocator and offers a mix of financial planning and portfolio management services across individuals, pooled investment vehicles, and business or institutional accounts. Its advisory capabilities include selecting and overseeing sub-advisers and sponsoring or acting as GP/managing member of pooled investment vehicles. Fee arrangements include a percentage-of-AUM structure alongside other fee types.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents12%
- US Government Bonds2%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$142M in ETFs
100%
$141M
0%
$283K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $36.8M | 401,607 | 25.98% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 145 E 57th St
- Time zone
- ET (UTC-5)
- Office locations
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