SYLAMORE INVESTMENTS LLC
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
FINTRXOverview
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
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 Equities90%
- US Government Bonds6%
- Investment Grade Corp Bonds2%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1WHITMAN FOWLKES
Owner / AdvisorCRD 2768842
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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