SICART ASSOCIATES, LLC

Overview

Sicart Associates, LLC is an independent registered investment adviser that acts as a capital allocator for a mix of individual, family and institutional clients. The firm charges fees based on a percentage of assets under management and other fee arrangements. Its advisory services include financial planning, portfolio management for individuals, small businesses and pooled vehicles, selection of other advisers, and it also serves as sponsor, general partner or managing member of pooled investment vehicles. Sicart is not positioned as an ESG-driven manager and does not present itself as a multistate adviser. Investment activity shows a clear preference for equity exposure delivered largely through exchange-traded instruments. The firm maintains a sizable allocation to short-duration cash equivalents via a Treasury-bill-focused ETF, suggesting active cash management and liquidity prioritization alongside its equity bets. Sicart also deploys capital into private markets and direct real estate opportunities and operates at least one hedge fund vehicle it advises, which indicates a willingness to use illiquid, actively managed strategies for clients seeking diversification beyond public markets.

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