RM Sincerbeaux Capital Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 145159
- Registered since
- October 15, 2007
- Custodians
- GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
RM Sincerbeaux Capital Management, LLC is an independent registered investment adviser formed in 2007 and structured as an LLC under individual ownership. The firm provides fee-based portfolio management to individuals and small businesses, charging a percentage of assets under management. Its practice is not positioned as a capital allocator; rather, it manages discretionary portfolios for a concentrated client base and is not registered as a multi-state or pension consultant adviser. Environmental, social and governance strategies are not marked as active in the firm's profile.
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 Equities91%
- State & Local Bonds4%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds2%
Contacts
1 of 1Richard Sincerbeaux
OwnerCRD 425041
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1120 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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