Sirmium Capital, LLC

RIASEC Registered
Total AUM
$6.5M
Discretionary
$6.5M
100% of AUM
Avg account
$107K
Accounts
61
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
167682
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals99.62%
  • Charitable Organizations0.38%
Services
Portfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Sirmium Capital, LLC is a registered investment advisor that offers advisory services to individuals and small businesses. The firm manages both domestic and foreign assets, and as of November, they have $3.0 million in assets under management (AUM) exclusively on a discretionary basis. Over the past year, Sirmium Capital's AUM has increased by approximately 233%. The firm has a team of 1 employee, with 1 regularly performing advisory functions. Sirmium Capital, LLC is classified as a limited liability company with CRD ID #167682, and its owner is an individual. The firm follows a fee structure based on a percentage of AUM. Their client base consists of individuals and families, and their business activities include other financial product salesperson. They primarily focus on portfolio management for individuals and small businesses. Sirmium Capital, LLC is not an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Non-Exchange Traded Equities 85%, Cash & Cash Equivalents 10%, Exchange Traded Equities 5%85%
  • Non-Exchange Traded Equities85%
  • Cash & Cash Equivalents10%
  • Exchange Traded Equities5%

Contacts

1 of 1
  • William Harrison

    Compliance OfficerCRD 5943509

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth