SIPPICAN CAPITAL ADVISORS
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 155188
- Registered since
- October 4, 2010
- Website
- www.sippicancapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.57%
- Charitable Organizations21.43%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sippican Capital Advisors is a small, boutique RIA that manages concentrated equity portfolios for individual and family clients. The firm’s advisory activity centers on discretionary portfolio management for individuals and small businesses, with a stated preference for exchange-traded equities. Fee arrangements combine percentage-of-AUM and fixed-fee structures, and the firm does not present itself as an active ESG investor. Public 13F filings show a focused public-equity approach—many positions across a modest asset base rather than broad multi-asset diversification.
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 Equities92%
- State & Local Bonds4%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Public Funds/Mutual Funds1%
Contacts
2 of 2GORDON BARRETT
PresidentCRD 1801234
CHAPIN MECHEM
Vice President, AnalystCRD 4455764
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$501K in ETFs
100%
$501K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $250K | 1,304 | 50.00% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 125 High St
- Time zone
- ET (UTC-5)
- Office locations
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