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 an independent, SEC-registered registered investment adviser organized as a limited liability company and owned by an individual. The firm has been registered with the SEC since 2010 and focuses on portfolio management for individuals and small businesses, serving an individual and family client base. Its fee arrangements include both a percentage-of-AUM model and fixed fees. Sippican does not position itself as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
$592K in ETFs
100%
$592K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $296K | 1,391 | 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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