SYLAMORE INVESTMENTS LLC

RIASEC Registered
Total AUM
$81.7M
Discretionary
$81.7M
100% of AUM
Avg account
$454K
Accounts
180
Employees
1
Advisory reps
1

Firm details

Headquarters
MOUNTAIN VIEW, Arkansas
CRD number
284579
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI82.62%
  • Individuals17.38%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Sylamore Investments LLC is a small, owner-operated registered adviser that manages portfolios for individuals and families, and provides portfolio management for small businesses. The firm charges fees based on a percentage of assets under management and runs discretionary accounts. Investment activity shows a clear tilt toward publicly traded equities as the primary building block of client portfolios, while also making use of selected alternative strategies—specifically real estate, commodities and oil & gas—to add diversification and sources of yield. The firm does not position itself as an ESG specialist, and its advisory scope is focused on private clients rather than institutional pension consulting or related-adviser structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, US Government Bonds 6%, Investment Grade Corp Bonds 2%, Public Funds/Mutual Funds 1%, Cash & Cash Equivalents 1%90%
  • Exchange Traded Equities90%
  • US Government Bonds6%
  • Investment Grade Corp Bonds2%
  • Public Funds/Mutual Funds1%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • WHITMAN FOWLKES

    Owner / AdvisorCRD 2768842

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MOUNTAIN VIEW, AR

STONE

Location

MOUNTAIN VIEW, AR

Headquartered in MOUNTAIN VIEW, AR, in the South of the United States.

Region
South
County
STONE
Address
107 W Washington St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth