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 an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its compensation structure combines a percentage-of-assets-under-management model with the ability to assess performance-based fees. Primary advisory activities reported include portfolio management for individuals and small businesses and the publication of periodicals or newsletters. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

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