Sisung Investment Management Services LLC

RIASEC RegisteredEst. 1995
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$149M
Accounts
13
Employees
7
Advisory reps
6

Firm details

Headquarters
Metairie, Louisiana
CRD number
107318
Registered since
August 18, 1995
Fee structure
Percentage of AUM
Client types
  • State / Municipal Government100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sisung Investment Management Services LLC is a limited liability company registered with the SEC since 1995 and operates as an institutional registered investment adviser. The firm charges fees as a percentage of assets under management and is not positioned as a capital allocator; its client base is institutional. Advisory services include portfolio management for both individuals and small businesses as well as for businesses and institutional clients. Investment activity is skewed toward fixed-income strategies, with a strong emphasis on municipal and other debt instruments. The firm is not identified as an active ESG investor and is not a multi-state adviser. Ownership is listed as a combination of a domestic entity and individual ownership. In addition to advisory work, Sisung maintains relationships across the financial services ecosystem, including broker‑dealer activity, registration as a municipal advisor, operations tied to an insurance company and a real estate broker, and sponsorship roles for limited partnerships (excluding pooled investment vehicles).

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: State & Local Bonds 47%, US Government Bonds 46%, Cash & Cash Equivalents 7%47%
  • State & Local Bonds47%
  • US Government Bonds46%
  • Cash & Cash Equivalents7%

Contacts

3 of 6
  • Michael Weinstein

    Michael Weinstein

    Vice PresidentCRD 5838200

  • John Chapman

    John Chapman

    Vice PresidentCRD 6604469

  • Lawrence Sisung

    Lawrence Sisung

    Board Chair Investment BankCRD 1790087

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms