Paul D. Sippil & Associates, LLC

Overview

Paul D. Sippil & Associates, LLC is a small, institutionally focused advisory and insurance broker hybrid that runs a consulting-style practice rather than a discretionary asset manager. The firm concentrates on equity-centered allocations, with a clear tilt toward non-exchange-traded equity positions. Its business mix includes pension consulting services and educational seminars/workshops, and it operates under a fixed-fee compensation model. That fee structure, combined with a wholly non-discretionary book, indicates the firm typically provides advice, analysis and policy-level recommendations while leaving trade authority and implementation to clients or third-party managers. The firm does not position itself as an ESG investor and is not organized as a multi-state adviser. Because ownership is held by an individual, Paul D. Sippil, the operation reads as a single-office, advisor-led practice that serves a concentrated roster of institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices