SIDUS INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$55.1M
Discretionary
$55.1M
100% of AUM
Avg account
$13.8M
Accounts
4
Employees
4
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
160406
Registered since
March 23, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sidus Investment Management, LLC is a small, institutional-focused adviser organized as an LLC that manages pooled investment vehicles and serves as sponsor, general partner and managing member for those vehicles. The firm operates with a hedge fund orientation: it charges a percentage-of-AUM fee alongside performance-based fees and concentrates on active portfolio management for pooled funds rather than broad retail advisory. Sidus does not position itself as an ESG investor and is not registered as a multi-state adviser. Investment activity centers on alternative strategies. The firm both advises internally sponsored hedge funds and allocates to third-party managers across alternatives and private placements. Given its structure and fee arrangement, Sidus appears oriented toward producing absolute-return or opportunistic returns for a small number of institutional owners, relying on concentrated capital relationships and active manager selection.

Assets & Accounts

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

Owners & executives

1 of 1
  • MARK SCHALLES

    Chief Compliance OfficerCRD 1437518

Contacts

2 of 2
  • MICHAEL BARONE

    Equity Portfolio ManagerCRD 1708608

  • ALFRED TOBIA

    MemberCRD 1594221

Wealth teams

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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

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
780 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth