SIHARUM ADVISORS, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 147957
- Registered since
- August 21, 2008
- Website
- www.siharum.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities6%
- Private Funds2%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1BALAMURUGAN CUMARESAN
Chief Executive OfficerCRD 4034599
Contacts
3 of 5VAITHEHI MUTTULINGAM
TreasurerCRD 4947816
VASANTI THAKORE
Board MemberCRD 6311811
EDWARD GOLDFARB
Partner and AdvisorCRD 1597760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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