Sippican Capital Advisors
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 155188
- Registered since
- October 4, 2010
- Website
- www.sippicancapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.57%
- Charitable Organizations21.43%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sippican Capital Advisors is an independent, individual-owned RIA that focuses on portfolio management for individuals and small businesses. The firm is registered with the SEC (registered in 2010) and serves a private client base rather than institutional or pension clients. Its fee arrangements include a percentage-of-AUM schedule and fixed fees. Sippican does not identify as an active ESG investor and does not market itself as a multi-state or related adviser.
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
- Exchange Traded Equities92%
- State & Local Bonds4%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth 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
- 125 High St
- Time zone
- ET (UTC-5)
- Office locations
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