SIHARUM ADVISORS, LLC

RIASEC RegisteredEst. 2008
Total AUM
$687M
Discretionary
$524M
76% of AUM
Avg account
$1.9M
Accounts
353
Employees
9
Advisory reps
6

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
147957
Registered since
August 21, 2008
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, FIDUCIARY TRUST COMPANY INTERNATIONAL, CHARLES SCHWAB & CO., INC., FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI87.69%
  • Corporations / Businesses9.96%
  • Pension & Profit Sharing Plans1.71%
  • Individuals0.64%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Siharum Advisors, LLC is a fee-based registered investment advisor organized as a limited liability company and active since 2008. The firm serves a mix of high-net-worth individuals, families and institutional clients, operating as a capital allocator that both manages portfolios directly and selects sub-advisers on behalf of clients. Its advisory services emphasize discretionary portfolio management for individuals/small businesses and for business or institutional clients, supplemented by selection of other advisers when specialized exposure is desired. The firm charges a combination of percentage-of-AUM fees and fixed fees and is not positioned as an ESG-focused investor. Investment behavior shows a clear tilt toward pooled public-market vehicles—public mutual funds and similar instruments account for the bulk of assets—while the firm also uses third‑party alternative managers for private equity and hedge fund exposure. The high proportion of discretionary assets signals an advisor-led approach to portfolio construction and ongoing rebalancing, with tactical use of sub‑advisers when the strategy requires specialist implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Exchange Traded Equities 6%, Private Funds 2%, Cash & Cash Equivalents 2%, State & Local Bonds 1%89%
  • Public Funds/Mutual Funds89%
  • Exchange Traded Equities6%
  • Private Funds2%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • BALAMURUGAN CUMARESAN

    Chief Executive OfficerCRD 4034599

Contacts

3 of 5
  • VAITHEHI MUTTULINGAM

    TreasurerCRD 4947816

  • VASANTI THAKORE

    Board MemberCRD 6311811

  • EDWARD GOLDFARB

    Partner and AdvisorCRD 1597760

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
10 High St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth