SIP CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PORTSMOUTH, New Hampshire
CRD number
335856
Registered since
March 28, 2025

Firm profile

FINTRX

Overview

SIP Capital is organized as a non-standard adviser entity that registered with the SEC in 2025. FINTRX classifies the firm as “Other” and lists its ownership as a mix of a domestic entity and an individual. The firm does not present itself as a capital allocator or multi-state adviser, and it is not identified as an active ESG investor, pension consultant, or related adviser to another adviser. Regulatory and classification fields are largely uncategorized in the dataset. FINTRX records SIP Capital’s industry role as an investment adviser and sponsor that also serves as a general partner and managing member for pooled investment vehicles. That alignment suggests the firm’s primary business model is sponsor/managering private funds rather than delivering broad retail or advisory account services.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 3
  • Jeffrey Smith

    General PartnerCRD 7895502

  • Justin Turkat

    Co-Founder & Managing PartnerCRD 7434874

  • Shigeki Saitoh

    Founder & Managing DirectorCRD 7895486

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORTSMOUTH, NH

ROCKINGHAM

Location

PORTSMOUTH, NH

Headquartered in PORTSMOUTH, NH, 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
ROCKINGHAM
Address
155 Fleet St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth