SISUNG INVESTMENT MANAGEMENT SERVICES LLC
Firm details
- Headquarters
- METAIRIE, Louisiana
- CRD number
- 107318
- Registered since
- August 18, 1995
- Website
- www.sisung.com
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sisung Investment Management Services LLC is an SEC-registered limited liability company that has been advising clients since 1995. The firm charges a percentage-of-AUM advisory fee and describes its client base as institutional while also providing portfolio management for individuals, small businesses, and institutional/business accounts. Sisung is not an active ESG investor, is not registered as a multistate adviser, and does not act as a capital allocator to third-party managers. Ownership is reported as a combination of a domestic entity and an individual. The firm maintains several industry roles beyond pure investment advisory: it is affiliated as a broker-dealer and a registered municipal advisor, and it also lists relationships with an insurance company, a real estate broker, and as a sponsor of limited partnerships (excluding pooled investment vehicles). Those affiliations suggest operational capacity around municipal finance and private-transaction sponsorship in addition to its portfolio-management work.
Assets & Accounts
Investments & Alternatives
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
- State & Local Bonds47%
- US Government Bonds46%
- Cash & Cash Equivalents7%
Contacts
3 of 6John Chapman
Vice PresidentCRD 6604469
MICHAEL WEINSTEIN
Vice PresidentCRD 5838200
RICHARD SOLARES
Sr. V.P. BrokerCRD 2029652
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
METAIRIE, LA
JEFFERSON
Location
METAIRIE, LA
Headquartered in METAIRIE, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- JEFFERSON
- Address
- 3850 N Causeway Blvd
- Time zone
- CT (UTC-6)
- Office locations
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